Marketing Representative

MARKETING REPRESENTATIVE - SPECIALTY LINES

This is a consultative sales role requiring the individual to build relationships with customers and drive new business to their offices by building rapport, asking questions, presenting solutions and gaining commitment. The marketing representative will spend 80 percent of his or her time in the field visiting customers and be measured on how often he or she demonstrates quoting platforms as well as the results of these efforts. 

Main Job Responsibilities

• Conduct at least 20 meetings with customers a week (in person or via video) to demonstrate web and phone quoting capabilities and register new users in order to drive new business submissions in the door.
• Prepare weekly reports of completed sales meetings and meetings scheduled for the upcoming weeks.
• Conduct timely follow-up and continuously communicate with customers/prospects to uncover and take advantage of additional opportunities.
• Engage in systematic prospecting and arrange meetings with potential new customers, as well as with customers that have not reached their revenue potential.
• Identify and establish relationships with key contacts to ensure we are doing business with the right people in each retail operation.
• Review customer quoting activity to spot positive and negative trends, and address these trends as needed.
• Establish an active relationship with Regional Sales Manager and regularly discuss strategy and tactics, including sales issues, travel, and follow-up.
• Pursue continuing education and insurance designations/licenses as outlined in the training and development plan

Skills, Knowledge, and Abilities:

• Strong relationship builder who can cultivate business opportunities with new retail agents.
• Effective negotiator who can influence and persuade others. Able to overcome objections, anticipate concerns, and offer acceptable solutions.
• Convincing speaker who can accurately describe the key differentiators that set DeCotis apart from our competitors, and who will positively represent the firm at meetings, trade shows, and other in-person events.
• Smart marketer who can generate leads through networking, referrals, and other business-to-business avenues such as LinkedIn, email marketing, and more.
• Friendly and outgoing business professional who enjoys being on the road and interacting face-to-face with prospects.
• Highly organized individual with superior time management skills.
• Proactive collaborator who can achieve optimum business results in a friendly and professional manner.
• Successful communicator who can effectively interact with the firm’s team and business partners, both in person and virtually.

Position Requirements

• College degree or equivalent business experience (preferred but not required).
• Desire to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
• Strong communication and organizational skills.
• Excellent networking abilities and be a relationship builder.
• Ability to keep up in a fast-paced environment and work independently.
• Flexibility under the pressure of a heavy workload and critical deadlines.
• Openness to coaching and a willingness to continuously improve.

Travel 

Marketing Representative will travel locally to meet with prospects and clients and to attend networking events. They will be encouraged to participate in associations and conferences to further their network and understanding of the industry. The job does not require overnight travel with the exception of annual training conferences in Pennsylvania.

Compensation & Benefits

The annual base salary offered will be commensurate with work experience and the degree to which the candidate meets the criteria above.

Other benefits include:

• Wonderful and interesting co-workers.
• A collaborative leadership team who listens to all members of the firm.
• Blue Cross Blue Shield medical insurance.
• Delta Dental coverage.
• Life insurance.
• Accidental death and disability insurance.
• 401(k) retirement plan.