Demo

Associate Consultant

The Hausmann Group
Pewaukee, WI Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/17/2025

At Hausmann Group, we pride ourselves on our dedication to excellence, continuous improvement, and providing exceptional client experiences. As a Associate Consultant, your focus will be on learning sales strategies and the sales process in a competitive and very technical environment. This is not a long-term career path, but a 2-4 year development bridge to become an independent, successful insurance consultant.

  • Networking : Attend networking and industry events, such as conferences and golf outings, independent and alongside our sales team members. Represent the HG brand and your personal brand well at these events by demonstrating effective communication skills, joining a committee and volunteering, and building out your network of professional COIs.
  • Sales Development : Research and identify potential leads and prospects through various channels, including online research, social media, and industry-specific databases. Reach out to potential clients via email, phone calls, and social media to engage the prospect into the sales process.
  • Technical Knowledge : We pride ourselves on being a true technical expert in the industry. In this role, your expectation will be to demonstrate a high degree of curiosity to learn insurance, coverage forms and policies. You will also be expected to earn appropriate designations.

Requirements :

  • You represent Hausmann and undoubtedly live by our core values.
  • You are a kind and empathetic colleague that values a welcoming office environment for all.
  • You have, or are willing to earn and maintain, a valid Wisconsin Property & Casualty and Life & Health insurance license within 3 months of hire.
  • You manage the expectations and deliverables with your team, internal and external business partners, and key stakeholders.
  • You know your way around a computer and won't have any concerns navigating an array of websites, generating reports and spreadsheets, and engaging with your active and prospective clients.
  • You are a clear and effective writer and communicator.
  • You have a high degree of self-motivation and ability to make decisions when faced with ambiguity.
  • You are results driven.
  • Working Conditions :

  • Position will be headquartered in the Madison, Wisconsin or Pewaukee, Wisconsin offices.
  • A valid driver's license and reliable transportation is required. Regular travel to events will be expected.
  • Hausmann Group offers a flexible hybrid working environment.
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