Sales Executive

Role Overview

• Develop, influence, and implement advanced sales strategies to expand and manage a high-value portfolio of business, with the objective of driving profitable growth.
• Own assigned territory, including business development, leveraging performance metrics to create annual plans and manage territorial performance.
• Conduct comprehensive agency diagnostics to assess performance and identify strategic growth opportunities.
• Facilitate high-level agency appointments and build long-term relationships through office visits (both in-person and virtual).
• Prospect, onboard and set performance goals for new agencies, while providing training and support. May pre-qualify accounts as needed.
• Influence key agency partners through exceptional communication and negotiation skills.
• Collaborate with internal teams, such as Product, Underwriting, and Operations to ensure alignment of sales strategies with broader business objectives.
• Understand Travelers Enterprise focus and seize opportunities to cross-sell Travelers products by initiating cross-functional meetings.
• Identify book transfer opportunities.
• Maintain extensive knowledge of competitor products and capabilities and local market trends and understand impact of state regulatory environment on agency business.
• Responsible for facilitating workshops and actively leading point of sale presentations for both internal and external audiences.
• Participate in and may lead team, cross team and/or cross business related projects.
• May provide training, coaching and mentoring to Associate Sales Executives and Sales Executives or manage staff on limited basis.
• Utilize sophisticated data and analytics to guide strategic sales decisions, measure performance metrics and identify opportunities for additional products and services to maintain a balanced portfolio.
• Leverage thorough knowledge of Travelers' systems and platforms to support the sales process.
• Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation, while continuously learning and adapting to emerging AI trends and tools.

Requirements

• Bachelor's degree in sales, marketing, business or related field.
• Five or more years of insurance sales or related experience in managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics and utilizing digital sales tools.
• Certified Insurance Counselor (CIC) (or willingness to pursue).
• Extensive knowledge of Travelers products and general Property & Casualty marketplace.
• Extensive influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
• Proven ability to collaboratively build and maintain relationships with a diverse range of stakeholders both internally and externally.
• Strong analytical and problem-solving skills.
• Ability to define goals and priorities and meet these goals in a timely manner.
• Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.
• Demonstrated skills in coaching, training and mentoring others.

Benefits

• Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
• Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
• Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.