Responsible for developing new clients and ensuring consistent flow of new revenue for the company. Focus is primarily on small to medium sized clients.
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.
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.
职能类别: 保险经纪人/保险代理
联系方式
上班地址:上海浦东新区陆家嘴环路1000号恒生银行30楼022室
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