California, CA30+ days ago
Proactively generate new business opportunities within the designated territory • Continuously expand knowledge of the industry trends, new products, services, and broker practices • Conduct thorough analysis, planning, and implementation of products and services tailored to meet client needs • Stay informed about competitors initiatives and analyze potential competitive threats • Ensure the accuracy, timeliness, and efficiency of all services provided to assigned clients • Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase • Collect and analyze data to provide strategic guidance on products, services, marketing, sales, and other business areas • Prepare concise and impactful executive summaries for client presentations • Develop lead generation strategies and effectively use CRM (Salesforce) to track activities • Consistently meet or exceed monthly and quarterly sales quotas • Complete and submit accurate new business paperwork, expense reports, and weekly activity reports by the deadlines set by management • Participate in monthly consulting meetings and provide training and coaching to other team members • Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. • Interpersonal skills: Ability to build and maintain strong relationships and communicate effectively with employees, managers, clients, and external vendors • Negotiation: Skilled in negotiation, conflict resolution, and influencing without authority • Cultural sensitivity: Communicate with individuals from diverse cultural backgrounds demonstrating cultural awareness and sensitivity • Verbal and written communication: Exceptional verbal and written communication skills for executive-level reporting, cross-functional coordination, and team leadership • Presentation skills: Ability to present to internal stakeholders, external partners, and senior leadership • Environmental conditions: Primarily an indoor office environment, with occasional exposure to moderate noise levels and various settings.