Essential Functions
Financial Results:
- Identifies through personal research prospects that might meet Marsh’s ideal client profile.
- Effectively uses direct mail, brochures and other Marsh sales tool to make initial contact with qualified prospects.
- Set appointments and personally meets with prospects, conducts in depth dialogue and develops a positive business relationship built on mutual trust.
- Engages the appropriate industry group and Marsh resources to offer best in front resources for each prospect.
- Partners across the firm to utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
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Client Results
- Confers with the client service team (typically a Client Executive or Client Advisor) regarding prospective client needs and pricing strategy.
- Meets prospects needs by offering innovative solutions, resolving difficult risk issues, providing customer support and introducing Marsh Resources as appropriate.
- Presents proposals reflecting the above.
Operation Excellence:
- Supports sales efforts by directing efficient department operations and providing timely and accurate prospects data in order to track and monitor activities for management reporting and sales forecasts.
- Keeps up to date on prospects’ current issues, researches new information on prospects.
- Ensures timeframes and deliverables are met in the sales process; and ensures that post-sales teams provide quality service to all assigned clients.
- Transitions new accounts to the client team seamlessly.
- Develops and maintains effective network within the business community and industry.
Colleague Capability
- Attends regularly and actively participates in scheduled office Sales meetings, seminars and events.
- Participates in sales training events and other professional development courses to enhance sales skills.
- Develops an industry focus (major/minor) supporting the growth areas of the office
Requirement
- Acquires the brokers licenses needed in order to develop into the Sales Professional role in local market.
- Holds a bachelor’s degree or equivalent work experience.
- Demonstrates proficiency in the use of company-sanctioned e-mail, word processing, and spreadsheet software, as well as navigation within the Internet.
- Possesses fundamental knowledge of office databases and company-sanctioned sales technology tools.
- Possesses a sales aptitude and ability to develop into the Sales Professional role.
- Demonstrates competence in communication skills, building and maintaining relationships, coordinating others, business orientation and financial acumen, and has personal motivation/ results focus.