Colibri Group
Insurance
SalesManager,Insurance
Neural analysis suggests this role is
optimal for Manager candidates.
“Sales Manager, Insurance at Colibri Group. Skills: Sales management, Client relationship management, Revenue generation, Deal closure. Optimize sales performance. Engage in daily sales activity”
Industry & Context.
What They're Looking For.
Must Have
5+ years sales experience, 5+ years account management experience, Bachelor's degree
What You'll Do.
Optimize sales performance
Engage in daily sales activity
Schedule appointments with customers
Meet existing customers
Identify potential prospects
Qualify potential prospects
Present product offers
Send follow-up emails
Address follow-up questions
Conduct sales presentations
Present company products
Present company services
Liaise between company and customers
Identify prospective customers
Qualify prospective customers
Complete outbound prospect calling
Follow up on inbound leads
Follow up on marketing leads
Follow-up calls for current prospects
Update prospects on product modifications
Update prospects on product changes
Update prospects on product enhancements
Enhance knowledge on new products
Enhance knowledge on new procedures
Enhance knowledge on new services
Enhance knowledge on new tools
Attend departmental meetings
Attend training meetings
Maintain professionalism
Maximize sales effectiveness
Maximize sales efficiency
Prepare sales reports
Prepare marketing reports
Maintain accurate expense accounts
Update customer account records
Maintain customer account records
Provide product quotes
Follow up on business opportunities
How You'll Work.
Team & Collaboration
Pipeline updates with senior management
Communication Scope
Follow-up emails
Full Job Description
## Description At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers, and the community as a whole. XCEL Testing Solutions, a Colibri Group Brand, is the premier provider of Online Insurance Education for Insurance and Securities Licensing. For over 25 million students, our research-based learning approach has been the key to passing standardized knowledge, skills, and assessment exams. At the heart of XCEL Testing Solutions is our "Preparing People to Pass" e-learning platform, which offers a wealth of online content. This includes interactive assessments, engaging multimedia materials, and customized learning paths tailored to meet individual needs. Our M-Learning platform further enhances flexibility, allowing students to study anytime, anywhere, on any device. ## What You'll Do Duties and Responsibilities: Employee is expected to make every effort to optimize his/her sales performance and engage in activity on a daily basis that will facilitate this goal. Employee shall be assigned those duties reasonably accorded to and expected of a sales representative employed by the Company. Without limiting the generality of the foregoing, required duties include the following, as may be amended from time to time by the Company in its sole and absolute discretion: • Scheduling appointments and meeting existing customers in order to identify and qualify potential prospects and present current product offers and to send a follow up email the next day addressing outstanding/follow up questions. • Effective planning to conduct sales presentations by meeting customers physically (either on site or by virtual call) on daily basis. • Provide professional demonstrations or presentations of Company products and services while onsite or virtually. • Liaising between the Company and the customers for up-to-date pricing, service,
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