Executive Sales Consultant-Oregon (Portland)

Executive Sales Consultant

Warner Pacific – Oregon (Portland)

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support — the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers.

The Executive Sales Consultant is responsible for building broker relationships and contributing to sales goals through broker growth initiatives and new group submissions. Working with moderate supervision, this role emphasizes maintaining regular communication with brokers to encourage product adoption and increase sales. Primary responsibilities include prospecting brokers for new sales opportunities, conducting product and technology training, and making proactive outbound, and follow-up calls to active and potential brokers. The Executive Sales Consultant actively contributes to strategic development by refining strategies to meet annual sales targets and goals, leveraging sales status reports to monitor activity, follow-ups, closings, and progress toward target achievement.

Overview of Responsibilities

• Drive for results to exceed monthly/annual sales to support and meet the overall company sales goals 
• Recommends appropriate solutions to meet customer needs and resolves moderately complex customer questions or issues independently 
• Generates prospective broker opportunities by utilizing moderately complex prospecting strategies and maximizing referrals
• Cultivate moderately complex agency/broker relationships and identify strategies to expand opportunities
• Reviews data on sales reports to identify patterns, identify opportunities and develop moderately complex sales strategies and collaborates with sales team to share insights
• Helps identify areas of sales process improvements to achieve sales targets and initiatives
• Develop and conduct structured training sessions covering product knowledge, quoting tools, and market trends. Regularly assess broker understanding and provide ongoing education on product updates
• Develops and conducts agency training
• Participate in a variety of industry events and conferences to generate new agency leads and develop new business opportunities
• Lead brokers through the entire sales cycle, ensuring they understand each step, from quote through implementation
• Engage brokers early in the renewal process to assess client needs, any changes in the business, and possible improvements to their current policies
• Make broker connections to follow up on active quotes. Proactively making calls on upcoming effective dates for potential business 
• Demonstrate advanced understanding of our carrier partner’s, industry trends, underwriting nuances, services and products
• Builds relationships with cross-functional/external stakeholders and customers
• Ensures a high level of customer service is provided for the utmost experience
• Document activity and communication in Sales Force
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance
• Provide back up in other areas within the department/company as needed/requested
• Ability to participate and consult in RFP process when competing for an agency

Behaviors and Competencies

• Professional acumen
• Influences a Positive Culture: Supports a culture of adaptability and resilience, encouraging the team or organization to continuously improve and evolve
• Effectively communicates and collaborates across teams; ability to explain decisions and processes clearly to peers as needed
• Collaborates with both internal and external partners; can act as a mentor
• Personal Development: Actively reflects on performance, identifying areas of improvement, setting higher standards, and seeking mentorship to enhance skills. Displays an increasing ability to assess and adjust behaviors for better outcomes. Listens to, seeks, and addresses performance feedback; Pursues self-development
• Champion for change and innovation embraces new ideas; influences and inspires; overcomes resistance; acts proactively: Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work and helps others adapt to new tasks and processes

Additional Skills and Requirements

• Strong proven track record of supporting the achievement of sales goals
• Maintain a valid OR life/health insurance license
• Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred
• Minimum 2-3 years of health care/medical sales/service experience, preferred
• Computer literacy in programs such as but not limited to: Microsoft Excel, Power Point, Microsoft 365, SalesForce
• Advanced analytic skills to read and understand sales reports and identify trends
• Demonstrate exceptional interpersonal skills
• Demonstrate consultative skills with internal and external partners
• Proven ability to multi-task in a complex environment with high accuracy and work volume with limited supervision
• Advanced understanding of market factors, carriers, carrier guidelines, plans, benefits, and legislation in the California group insurance landscape
• Collaborative and flexible work style to pivot in a fast-paced work environment
• Ability to self-start and think/act independently
• Highly effective written and oral communication
• Maintains confidentiality
• Demonstrated ability to effectively negotiate
• Demonstrate exceptional presentation skills to present internally or externally to brokers or carrier partners
• Ability to quickly adapt to emerging technologies
• Local travel within the state 60%-70%

Compensation

• Salary Range* - $100,000- $150,000 annually plus bonus
• Actual compensation may vary from posting based on work experience, education and/or skill level

* The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 

Warner Pacific is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.