Sales Initiative Representative

Are you looking for a company that offers excellent opportunities combined with a worthwhile mission? Navy Mutual is that company and we are looking for talented people to join our team!


Position:

As a Sales Initiative Representative, you are part of the team that identifies and pursues new business opportunities, develops opportunities, and establishes prospect meetings for Sales Representatives to focus on achieving sales growth. This role implements sales strategies such as the Business Development Program (“BDP”) and collaborates with various sales team members to achieve monthly meeting targets. Excellent communication and negotiation skills are essential in this role.

Job Brief:

The Sales Initiative Representative works with potential customers, existing customers, existing partners, potential partners, the internal team, marketing staff, and other managers to identify opportunities to increase pipeline and revenue for the Association.

Duties & Responsibilities:

Under the supervision of the Sales Team Manager the Sales Initiative Representative:
• Supports strategic ‘Sales’ initiatives through establishment of meetings for Sales Representatives designed to close business
• Formulates and implements strategies and action plans to develop healthy pipelines and paths to attain and maintain sales performance targets
• Delivers excellent customer care/satisfaction and grow client business through follow-up with Sales Representatives on leads assigned
• Execute upon strategy, approach, and deliverables with Sales Representatives
• Upholds and protects Navy Mutual’s reputation of ensuring quality, professional and ethical standards, and compliance with Association policies and processes
• Problem solves to find solutions to support strategic sales initiatives
• Exhibits strong analytical skills with ability to track and report on daily activities
• Communicates results with Sales team management


Qualifications:

• 3-5 years related work experience in an ‘identify, capture, and close’ environment, or equivalent combination of education and experience. Prior experience in the insurance industry preferred
• Bachelor’s degree in marketing, business administration or related field preferred
• Comprehensive knowledge of insurance solicitation processes, and compliant/regulatory environment a plus
• Experience with ‘customer base expansion’ organic growth required
• Excellent planning, time management, organization skills; able to manage a high volume of tasks
• Experience working with Association products and operating systems
• Experience working with standardized sets of proposal development tools, templates, and processes
• Mastery of Microsoft Word, Excel, and PowerPoint
• Experience with CRM software (e.g. Salesforce)
• Experience using SharePoint a plus
• Some degree of creativity and latitude is expected
• Proven work experience as a Business Development Representative, Sales Account Executive or similar role
• Hands-on experience with multiple sales techniques (including cold calls)
• Track record of achieving sales quotas
• Excellent communication and negotiation skills
• Ability to deliver engaging presentations