Brokerage Account Executive Bucharest

Brokerage Account Executive
Bucureşti
Bucharest, Bucharest, Romania

Brokerage Account Executive

Client Description:

One of the largest global providers of insurance, annuities, and employee benefit programs.

Responsibilities:

- Relationship Management:

o Develop and maintain strong relationships with brokers, financial advisors, and other distribution partners;

- Sales and Business Development:

o Identify new business opportunities and drive the sales of life insurance products through brokerage channels;

- Training and Support:

o Provide comprehensive product training and sales support to brokers and advisors;

- Market Analysis:

o Monitor market trends, competitor activities, and regulatory changes to provide strategic insights and adjust sales strategies accordingly;

- Product Knowledge:

o Maintain
- depth knowledge of the company’s life insurance products, underwriting guidelines, and policy features;

- Compliance:

o Ensure all activities comply with regulatory requirements and company policies.

Candidate Profile:

• Education: Bachelor’s degree in business, Finance, Marketing, or a related field;

• Experience: Minimum of 3-5 years of experience in the life insurance industry, preferably in a brokerage or sales capacity;

• Licensing: Relevant insurance licenses as required by the state or region (e. g. , Life and Health Insurance License);

• Technical Skills: Proficiency in using CRM software and other sales tools; strong knowledge of life insurance products and financial services;

• Soft Skills: Excellent communication, negotiation, and interpersonal skills; ability to build and maintain relationships; strong organizational and time management skills;

• Analytical Skills: Ability to analyze sales data, market trends, and financial information to develop effective sales strategies.

Key Competencies:

• Customer Focus: Dedicated to meeting the expectations and requirements of internal and external customers;

• Sales Acumen: Demonstrated ability to drive sales and achieve targets;

• Strategic Thinking: Ability to think strategically and develop
- term plans to achieve business objectives;

• Problem Solving: Capable of identifying issues and providing effective solutions;

• Adaptability: Ability to adapt to changing market conditions and regulatory environments.

• Team Player: Works well in a team environment and collaborates effectively with colleagues and partners.

Additional Requirements:

• Travel: Willingness to travel as needed to meet with brokers and attend industry events;

• Continuing Education: Commitment to ongoing professional development and staying current with industry trends and regulations.