Producer (Hybrid)

Exude Employee Benefits Producer

About Exude, A Division of Patriot Growth Insurance Services : Founded in 1996, Exude, Inc. is an award-winning consulting firm that specializes in all things people. We provide consulting services in Employee Benefits, Human Resources, Diversity, Equity & Inclusion, and Leadership Development. We have a firm belief that when we help your people be the best versions of themselves, your company will be its best. Our integrated approach leverages our team of experts to improve your employee and customer experiences while driving greater business results.

Position Overview : Exude is seeking an experienced Employee Benefits Producer join our team! This position will be responsible for generating new business revenue by developing new clients and assist with creating with a consistent flow of new revenue within our organization. The Producer will achieve annual sales targets and goals and is expected to drive benefits sales with opportunities to round out accounts with other lines of business. This position will manage existing relationships to ensure high satisfaction and will identify cross-selling opportunities.

Work Arrangement : This is a full-time position working in our office located at 325 Chesnut Street Suite 1000, Philadelphia, PA.

Professional Responsibilities :

• Identifies through personal research prospects that meet Exude's ideal client profile.
• Effectively use direct outbound prospecting tools and techniques (telephone, email, social networking), seminars, networking events, etc. to make initial contact with qualified prospects.
• Set appointments and personally meet with prospects and clients, conduct in depth need dialogue to understand the full range of business challenges and opportunities.
• Pursue qualified opportunities in a manner that develops a positive business relationship built on demonstrated trust.
• Identify key client decision makers, and understand their business objectives, priorities, and concerns and convert these into addressable needs.
• Develop comprehensive solutions (consisting of product, services, technologies) that best serve and address the client / prospect's objectives and needs.
• Appropriately involves / utilizes key Exude resources during the initial and ongoing pursuit of sales opportunities, including sales meetings and proposals / presentations.
• Effectively utilizes technical sales support resources.
• Update CRM as a daily part of the lead origination and opportunity pursuit, including activities conduct, stage classification and dollar values of opportunities for pipeline reporting and sales forecasts.
• Keep current on prospects' business issues, research new information on prospects and maintain all such information in CRM.
• Provide weekly, monthly, and quarterly forecasts and closes new business within targeted timeframes.
• Seamlessly transition new accounts to the client implementation team.
• Maintain an "account ownership" role for all new business sold. This should involve regular contact, visitation, and planning. Depending on the size of the client a formal QBR should be considered.
• Develop and maintain effective network within the business and non-profit communities.
• Attend relevant workshops as necessary to maintain professional knowledge and licensure.
• Adhere to all applicable confidentiality and data security guidelines and ensures the appropriate handling of sensitive information.
• Attend relevant staff meetings to promote communication and execution of goals.

Qualifications and Requirements :

About Patriot Growth Insurance Services : Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer :

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.