Sales Executive's primary purpose is to drive new business growth within the agency. Sales Executive's will develop and maintain favorable customer relationships with both new and existing customers. Providing their review of existing coverage, risk, and exposure to allow for recommendations, suggestions and proposals of insurance products and risk management solutions that meet customer risk profile's and create customer satisfaction. Ensures that proposed solutions will meet customer's risk tolerance and exposures properly. Will develop and execute individual business plans to meet sales and growth goals as assigned by management. Sales Executives are expected to grow their book of business year over year.
Education and Experience:
- Bachelors Degree or equivalent education and experience (required)
- 3+ years of successful business to business and personal sales experience (required)
- Professional Insurance designation or ability to obtain within 12 months
Skills and Abilities:
- To be successful in this position it takes a professional who posses the right combination of excellent communication skills, good judgment, business acumen, and sound analytical skills.
- Advanced knowledge and commitment to continuing education with Property & Casualty middle market insurance products and risk management solutions.
- Proven relationship building skills to support business development efforts (internal, external, COI)
- Ability to work with regional banking and insurance teams to achieve mutual business development and retention goals.
- Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
- Requires effective verbal and written communication skills plus the ability to develop effective relationships.
- Must be self-directed and be able to accomplish work with limited supervision and general work direction.
- Proficient with Microsoft Word, Excel, Power Point, and Agency management software solutions.
Unique Job Characteristics and Requirements:
- Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 3 months of hire
- Valid Driver's license (required)
Tasks Performed:
- 50% Achieve individual revenue and growth goals by prospecting, developing, and closing middle market new business opportunities.
- 30% Achieve individual customer retention targets through the successful delivery of risk management advisory services, account cross selling, and general customer service.
- 15% Work closely with regional banking partners to achieve mutual business development goals.
- 5% All other tasks as assigned by management.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 50% of time
- Move about within or between locations
- Bend, Twist, Crouch, Squat
- Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
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What We Do
NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.
