Strategic Account Advisor
Waukesha, WI, United States
Strategic Account Advisor
Location: Must reside within 50 miles of Waukesha, WI; position is hybrid and has both office/remote expectations.
Compensation: Base salary + Sales Incentive Plan
The Strategic Account Advisor is responsible for the growth and retention of existing accounts to include upsells to a higher level of products/services based on business size and scope.
How will you make an impact:
Achieves retention and growth targets through execution of sales process. Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities.
Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
Develops business plans to address broker and client needs.
Conducts broker and/or agency education on pertinent topics.
Acts as primary customer contact.
Coordinates with internal partners to meet and exceed client expectations. Drives opportunities for additional growth and product sales.
Ability to learn and become familiar with the industry and products at the local, state, and federal level.
Continuously updates knowledge in a rapidly changing environment.
With general supervision, provides account management knowledge to Individual, Small and/or Large Groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource.
Minimum Requirements:
Requires a BA/BS and a minimum of 2 years of sales experience; or any combination of education and experience which would provide an equivalent background.
Sales license and appointment required where necessary upon hire or is required to be obtained and appointed within sixty (60) days of hire.
Preferred Capabilities, Skills and Experiences:
Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
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