Sales Executive

Salary: $200,000 - $250,000 per year

Location: Chicago, IL

Posted: August 14 2025

Minimum Degree:

Relocation Assistance: Not Available

As a direct member of a sales and advisory team, a Sales Executive is responsible for taking on the account leadership of new and existing relationships. The Sales Executive will develop new business opportunities, manage overall client relationships with support of a service team, and lead strategy on complex accounts. 
 
Roles and Responsibilities:
 
  • Developing New Relationships
  • Developing a network of outside influencers using various methods including but not limited to referrals, industry associations, and other professional service providers
  • Actively prospecting new business opportunities through the use of our sales tools, your personal and professional networks, sponsored events, referrals, etc. 
  • Creating synergy across practice areas while identifying cross-selling and account rounding opportunities 
  • Following up on leads in a timely manner
  • Managing sales activity within customer relations management system
  • Engaging in professional and networking activities that maintain and expand the current book of business
  • Maintaining an active pipeline of 3x annual sales goals
  • Leading Risk Management Strategies for existing relationships
  • Providing efficient, professional, courteous service to clients in conjunction with client executives, client managers, and account managers
  • Analyzing risk, coverage, program structure and recommending options; executing coverage, and program changes
  • Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  • Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
  • Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
  • Keeping current with carriers, strategic partners, product/services and applicable legislation
  • Performing other duties and special projects as assigned
  • Acting as a backup to team personnel when necessary
  • Maintaining confidential information
Required:
 
  • 5+ years of sales/consulting experience in a professional services industry
  • Bachelor's degree preferred
  • Insurance experience
  • CEBS designation preferred
  • Life and Health license preferred, or the ability to attain within the first 60 days of employment
  • Excellent computer and office machine skills, specifically with Microsoft Office products

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