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Acrisure

Insurance broker offering risk management services

Field Sales Representative

Field SalesConfirmed live in the last 24 hours
Full-timeCleveland, OH, USA

About the Job

Requirements

  • Applicants must be at least 18 years old.
  • Applicants must have a valid driver's license and valid automobile insurance.
  • Applicants must successfully complete a pre-employment background check.
  • Applicants must live in the area relative to the job posting location.
  • Applicants must have at least two years of relevant experience.
  • Applicants must have prospecting, communication, presentation, and networking skills.
  • Applicants must be able to work independently and as part of a team.
  • Applicants must be incentive-driven sales hunters.
  • Applicants must demonstrate a professional demeanor and integrity.
  • Applicants must have a high sense of urgency and sales ability.
  • Applicants must be comfortable cold-calling and speaking with people face to face.
  • Applicants must be accountable for measurable, high-quality, timely results.
  • Applicants must be able to work in the field at least 50% of the time.

Responsibilities

  • Prospect for new clients.
  • Maintain existing and prospective client records in the Customer Relationship Management system, including call notes, scheduled client interactions, contact information, and other relevant information, in accordance with company policies.
  • Achieve minimum production requirements, including setting first-time appointments, to secure a WIN.
  • Continuously build knowledge of the current product and service portfolio and developments in the financial technology industry.
  • Attend weekly team meetings and weekly one-on-one meetings with the leader.
  • Present Auris Payroll solutions in person and over the phone to small and mid-sized merchants and businesses, uncovering client needs and closing sales.
  • Set appointments with business owners through personal networks and referral partnerships, then run the scheduled appointments.
  • Explain the value proposition to clients using Atlas CRM and upsell current clients on other Heartland products and services.
  • Maintain regular communication with the Payroll Territory Manager and/or Payroll Division Manager.
  • During training, use the tablet-based Atlas CRM platform for lead generation, sales presentations, on-the-spot client financial analysis, and paperless contract processing; managers accompany the representative on initial appointments.
  • Additional responsibilities may be assigned as needed.

Desired Qualifications

  • A high school diploma or GED is preferred.
  • Prior experience in a business-to-business sales role is preferred.
  • Prior experience with a customer relationship management tool such as Salesforce or HubSpot is preferred.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

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