Sales Manager, Insurance

At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy,

Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers,

and the community as a whole.

XCEL Testing Solutions, a Colibri Group Brand, is the premier provider of Online Insurance Education for Insurance and Securities Licensing.

For over 25 million students, our research-based learning approach has been the key to passing standardized knowledge, skills, and assessment exams. At the heart of XCEL Testing Solutions is our "Preparing People to Pass" e-learning platform, which offers a wealth of online content. This includes interactive assessments, engaging multimedia materials, and customized learning paths tailored to meet individual needs. Our M-Learning platform further enhances flexibility, allowing students to study anytime, anywhere, on any device.

 

This position is responsible for LAH Insurance Licensing, Property & Casualty Insurance Licensing, and Insurance CE Sales for XCEL Solutions. We are seeking an experienced and energetic senior sales executive to support our new business goals on our Insurance team. Position is responsible for new client acquisition as well as long term account management within assigned territory. The ideal candidate will come from an insurance and/or financial services sales background. Candidates must have experience selling and negotiating at C-level, solid experience breaking into new accounts, and will have a proven track record of achieving high growth against ambitious targets. 5-8 years’ experience, preferably with knowledge of the insurance and/or financial services landscape. Candidates should also have an understanding of competitive offerings, software and technologies, and their place in the market. Strong managerial, communications, analytical, organizational project management and planning skills required. Candidate must have strong written/oral communication and presentation skills, including presenting to large audiences. 

Duties and Responsibilities: Employee is expected to make every effort to optimize his/her sales performance and engage in activity on a daily basis that will facilitate this goal. Employee shall be assigned those duties reasonably

accorded to and expected of a sales representative employed by the Company. Without limiting the generality of the foregoing, required duties include the following, as may be amended from time to time by the Company in its sole and absolute discretion:

 

• Scheduling appointments and meeting existing customers in order to identify and qualify potential prospects and present current product offers and to send a follow up email the next day addressing outstanding/follow up questions.

 

• Effective planning to conduct sales presentations by meeting customers physically (either on site or by virtual call) on daily basis.

 

• Provide professional demonstrations or presentations of Company products and services while onsite or virtually.

 

• Liaising between the Company and the customers for up-to-date pricing, service, and latest product-release launches.

 

• Identifying and qualifying prospective customers through research, networking, and cold-calling.

 

• Complete outbound prospect calling daily.

 

• Follow-up on ALL inbound leads and marketing-sourced leads within 24 hours of receipt in CRM.

 

• Follow-up calls for current prospects including continuously updating all prospects on Company product modifications, changes, and enhancements.

 

• Enhancing up-to-date knowledge on new products, procedures, services, and tools by attending departmental and training meetings.

 

• Maintaining professionalism, diplomacy, sensitivity, and tact to portray the Company in a positive manner.

 

• Effectively attending conferences and trade shows, where applicable.

 

• Using marketing data to maximize sales effectiveness and efficiency by using relevant sales management tools.

 

• Preparing reports for sales and marketing and maintaining accurate expense accounts.

 

• Updating and maintaining customer account records, including contact names and numbers for future sales.

 

• Providing product quotes to customers as needed.

 

• Aggressively following up on business opportunities.

 

• Regular (weekly or biweekly) 1:1 with your direct manager, and periodic pipeline updates with senior management.