42 Sales consultant Jobs in San Francisco, CA
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Jacob Grant Property Management is Hiring a Sales consultant Near San Francisco, CA
Apply fast, check the full description by scrolling below to find out the full requirements for this role.
This role is responsible for new business development, as well as catching and closing new business opportunities. The Sales & Risk Consultant (SRC) conducts a personal risk management assessment of the prospect’s portfolio and identifies the solutions and placement strategy to address their needs, ensuring a seamless transition to the Client Advisor.
PRIMARY RESPONSIBILITIES : Client
- SRC gathers current coverage information from prospects and evaluates and analyzes it to prepare a comprehensive risk evaluation, including product and service requirements.
- Delivers individual advice, including advantages and disadvantages of various options, and makes recommendations during one-on-one meetings with prospects and clients.
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect proposals, while conforming with laws, regulations, and requirements governing the insurance industry.
- Generates referrals from prospects and clients.
- Responsible for meeting new business development goals and forecasting.
Operational Excellence
- Includes practice specialists, as needed, throughout the business development process to best manage prospect’s risk exposure.
- Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.
- Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
- Completes funnel and other internal information tracking reports as required.
- Uses the system in an accurate and timely manner to enter and maintain all account information.
- Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
- Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.
MUST HAVE :
- At least four years of directly related business development / client service experience.
- Successful Sales and Risk Consultant experience with high net worth clients is essential.
- P&C licensed and personal lines insurance experience is necessary.
- Bachelor’s degree is strongly preferred.
Full-time position
Bonus : based on performance
Relocation package is not provided
If this sounds like something you would be interested in, please submit your resume for immediate consideration!
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Last updated : 2024-09-02
Job Summary
Full Time
$89k-111k (estimate)
08/24/2024
09/10/2024
jacobgrant.com
Idaho Falls, ID
25 - 50
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The job skills required for Sales consultant include Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sales consultant positions, which can be used as a reference in future career path planning. As a Sales consultant, it can be promoted into senior positions as a Sales Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales consultant. You can explore the career advancement for a Sales consultant below and select your interested title to get hiring information.
If you are interested in becoming a Sales Consultant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Consultant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Sales Consultant job description and responsibilities
A sales consultant needs to be comfortable and articulate when delivering a persuasive presentation or a product demonstration.
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This means that sales consultants will need to be able to understand what customers want and how to meet their needs.
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Sales Consultant demonstrate and explain the operation and use of products and complete expense reports sales reports or other paperwork.
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Additionally, all sales representatives need to listen to their customers to understand their particular needs.
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Recruiters want to be sure that applicants for the sales consultant role have the right skills and qualities to perform excellently on the job before hiring them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Sales Consultant jobs
Once they listen to the customer, sales consultants use their knowledge of offered products and services to make a sale.
03/03/2022: Troy, NY
To properly persuade a customer, sales consultants need to understand all the benefits of their products.
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To go about solving any problem, the sales consultant must first take the time to understand the problem.
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A good sales consultant combines charisma with sales knowledge to create a compelling sales pitch.
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Having knowledge of the product can help sales consultants to work out effective strategies to sell them better.
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Step 3: View the best colleges and universities for Sales Consultant.
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