Brookfield, WI, United States
Insurance, Sales, Consulting
Insurance Sales Consultant II','1910311','!*!Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.Job SummaryWorks with company owners, presidents, CEO's, controllers, human resources professionals, key executives and executive directors on a daily basis tailoring insurance or retirement plan programs to meet their needs and introduce them to the entire Associated team. Spends a significant portion of their time seeking out new business. Builds and maintains relationships with a large network of contacts in order to facilitate new business production. Acts as the quarterback on the service team to meet client expectations and retain clients. Compliance StatementResponsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of Associated Bank.As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.Key Result Areas
New business development
Other Prospect Base DevelopmentJob Accountabilities
Sources prospects through a variety of means which may include but not limited to cold calling, warm calling, referrals, networking and partnering with business development representatives. Holds introductory interviews with businesses and organizations using the agency's value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Expected to meet minimum production requirements as described in Commission schedule. Spends significant amount of time outside of the office on sales and service activities. Time spent on prospecting activities will be more significant while growing their book of business.
Services existing book of business including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Holds a minimum of 3 face-to-face meetings with clients. Work through their annual renewal by providing alternatives, shopping the market when necessary, etc.
Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow up requirements and being sure to use other tools like e-lines and The Update to maintain contact with customers and prospects.
On a continuing basis, participates in sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals.
Maintains a solid understanding of all agency products and continually updates that knowledge.
Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Meets cross-sell requirements.
Completes weekly reports in a timely manner.','!*!Education
Bachelor's Degree or equivalent combination of education and experience , RequiredExperience 2 years Sales experience, Required
4 years Insurance Industry Sales, PreferredSkills
Mathematical , Intermediate
Microsoft Office , Intermediate
Verbal Communication , Advanced
Written Communication , Advanced
Customer Relations , Intermediate
Ability to Multi Task and Prioritize , Advanced
Organizational , BeginnerLicenses and Certifications
Life & Health Insurance License within 3 months, Preferred
Property & Casualty Insurance License within 3 months, Preferred
Other Valid Driver's License by start date, Required
Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date, RequiredGeneral Physical Condition
No unusual physical effort, strain, or discomfort','Insurance','Full-time','Flex Time','','Wisconsin-Brookfield','','100 N Corporate Drive Suite 100','','Brookfield','53045','Insurance Sales Consultant II
Website : https://www.associatedbank.com/
At Associated Banc-Corp, we’re proud of our long and rich tradition of providing superior financial services to our communities, combined with exceptional customer service. Personal service is our guiding principle, from providing products that meet and exceed individual customer needs, to doing the “little things” that make your experience with Associated a special one.