Strategic Sales & Account Advisor

Location: Must reside within 50 miles of Waukesha, WI; position is hybrid and has both office/remote expectations.

Compensation: Base salary + Sales Incentive Plan

The Strategic Sales & Account Advisor is responsible for acquiring new business, retention and growth of current business, and daily operational oversight of all designated accounts.

How you will make an impact:

• Develops and executes overall strategy for acquiring new business and renewing existing accounts.

• Achieves sales targets for new business through brokers and/or directly with clients.

• Manages the annual renewal process for current accounts, drives opportunity for additional growth and product sales, and coordinates all internal partners as required.

• Ensures accounts receive excellent customer service.

• Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities.

• Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.

• Continuously updates knowledge in a rapidly changing environment.

• With general supervision, provides sales and retention knowledge to individual, small, and/or large groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource.

Minimum Requirements:

• Requires a BA/BS and a minimum of 2 years of sales experience; or any combination of education and experience which would provide an equivalent background.

• Sales license and appointment required upon hire or is required to be obtained and appointed within sixty (60) days of hire.

Preferred Experiences, Skills and Capabilities:

• Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.

• Ability to learn and become familiar with the industry and product at the local, state, and federal level preferred.