Lakeview Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions to protect our clients from the unexpected. We don’t just sell insurance. We work closely with clients to help them make important and informed decisions every day when it comes to protection and their future. We are a family business that treats staff with courtesy, respect, and empowerment. 

The primary role of the Business Development Executive, using a consultative sales method, is to prospect and sell business services to qualified prospects and focus on retaining and growing a client base.

Pay: $30000 - $60000 / year 

BENEFITS

• Competitive salary commensurate with experience
• Opportunity for bonus and incentives based on performance
• Opportunity for growth within the company
• Major Medical Insurance
• Short-term and Long-term Disability Insurance
• Voluntary Life and Dental Insurance
• PTO
• Paid Holidays
• Retirement Savings Account
• Company events

RESPONSIBILITIES

The BDE is expected to develop and implement an approved sales business plan, based on company sales goals. Meet annual sales goals and activity standards.

• Actively contact prospects, schedule appointments, make sales presentations, and close on new business accounts
• Maintain a prospect list in the agency CRM system
• Prospecting targets will consist of businesses in certain specialties with proposal sizes ranging between $25,000 to $250,000
• Complete new business documentation for account managers to submit to appropriate markets
• Work with account managers in marketing insurance
• Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques and stay up-to-date on the latest developments in the marketplace
• Participate in/direct any special projects at management’s request

QUALIFICATIONS

• 2 years of demonstrated, measurable business to business sales success preferred
• Prior experience prospecting, qualifying, persuading, and closing the (B2B or B2C) sale of a product or service 
• Excellent verbal and written communication skills
• Understanding of prospecting software tools 
• Familiarity with risk assessment and risk management tools
• Strong desire to succeed and win
• Bachelor's Degree or higher level degree is preferred

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.