Sales Initiative Representative InForce

Sales Initiative Representative (In-Force) to help strengthen relationships with existing Members and identify opportunities to expand the value of Navy Mutual products and services. This role is ideal for a results-driven professional who thrives in a fast-paced sales environment enjoys building relationships and is passionate about supporting military families through meaningful financial a Sales Initiative Representative you will play a critical role in generating qualified opportunities expanding existing customer relationships and supporting strategic sales initiatives. You will work closely with Sales Representatives to develop pipelines schedule appointments and create opportunities that drive revenue growth while delivering an exceptional customer Youll DoBusiness Development & Pipeline GrowthSupport strategic sales and in-force initiatives by identifying opportunities and scheduling meetings for Sales and execute outreach strategies designed to increase pipeline growth and business development existing Members prospects referral sources and strategic partners to uncover sales proactive outbound calling campaigns to generate qualified leads and with event lead follow-up and prospect outreach efforts as with Sales Representatives to execute sales strategies and achieve organizational ManagementBuild and maintain positive relationships with Members and prospects through professional consultative exceptional customer service and ensure a positive experience throughout the sales customer retention and growth initiatives through proactive account opportunities for cross-selling and upselling Navy Mutual products and & ReportingTrack daily sales activities pipeline development and outreach results and communicate performance metrics to sales accurate records within CRM systems and sales tracking lead progress and partner with Sales Representatives to support successful & Professional StandardsUphold Navy Mutuals reputation for ethical business practices professionalism and outstanding compliance with all applicable sales insurance regulatory and organizational to process improvement initiatives that enhance sales effectiveness and operational ExpectationsSuccessful candidates will be expected to achieve the following productivity goals:Sales Representative Meetings Scheduled: Minimum of 20 meetings per weekOutbound Calls: Minimum of 50 calls per dayUpsell/Cross-Sell Performance: Achieve 15% upsell/cross-sell ratio on closed Business Development Program (BDP) businessWhat Youll BringRequired Qualifications3-5 years of experience in business development inside sales account management lead generation or a similar sales-focused success identifying developing and advancing sales growing business through customer relationship expansion and proactive track record of meeting or exceeding sales and activity -on experience with a variety of sales techniques including cold calling and consultative communication interpersonal and negotiation organizational planning and time management to manage multiple priorities in a high-volume with Microsoft Office Suite including Word Excel and using CRM platforms such as Salesforce or similar QualificationsBachelors degree in Business Administration Marketing Communications or a related insurance financial services or association membership sales of insurance solicitation processes and regulatory compliance working with proposal development tools sales templates and standardized sales using SharePoint and other collaboration with Navy Mutual products services and operating CompetenciesBusiness DevelopmentProspecting & Lead GenerationCustomer Relationship ManagementConsultative SellingCommunication & Presentation SkillsNegotiation & InfluenceAnalytical ThinkingResults OrientationTime ManagementCollaboration & TeamworkAdaptability & Problem Solving