Position Details
About this role
Wholesale Insurance Business Development Associate will identify and research prospective clients, build relationships, and drive interest in tailored insurance solutions. The role emphasizes prospecting, appointment setting, and revenue support for producers, with opportunities to advance into a producer role.
Key Responsibilities
- Prospect for new clients and set appointments
- Identify and research prospective clients
- Build relationships and drive interest in insurance solutions
- Support revenue generation for producers
- Manage accounts and guide clients through the sales cycle
Technical Overview
Primarily a non-technical sales role with emphasis on prospecting, relationship management, and client communication. Tools include Microsoft Office and standard CRM practices.
Ideal Candidate
The ideal candidate is an entry-level sales professional with 1+ year of relationship-driven, service-based sales experience who can prospect, cold call, and convert prospects into customers. They should be capable of upselling and cross-selling insurance solutions within a collaborative team.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Bachelor's degree or equivalent experience, 1+ year related field experience, Cold calling/lead generation experience, Onsite in Charlotte
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