Insurance Sales Director

Role: Sales Director - Insurance

What is the Role?

Gerent is on the lookout for driven Sales Directors who possess the grit and energy to help us grow and scale. The Sales Director is responsible for leadership and support throughout the customer engagement and solution implementation lifecycle. They are accountable for identifying and driving new opportunities with new and existing customers to meet revenue quota/targets. 

They are an experienced sales leader in the insurance industry and have experience selling Salesforce solutions. They are strategic thinkers who tap into the motivations of our customers to carve out the right engagement that will meet their needs. They possess business analysis and critical thinking skills. They work closely with pre-sale, delivery experts and industry experts in order to effectively shape a deal.

Responsibilities: 

Sales Directors to generate leads sourced through partnerships with Salesforce sales leaders or direct via strategic sales motions. Work with prospects and existing clients to identify, nurture and develop opportunities. You will own the opportunity and adhere to our sales processes including timely maintenance of pipeline and forecasts.. You will be responsible for working closely with the Gerent presales and industry teams to bring the right points of views, solutions and proposals forward to customers ensuring timelines are being met.  You will nurture relationships with aligned Salesforce sales teams supported by account planning, team building and enablement activities in order to help drive pipeline. 

• Develop and execute an account and sales plan to grow business for Gerent’s Insurance services. 

• Own a quota of $4M+ and be able to sell cross-cloud Salesforce services to meet/exceed quota across Enterprise, Commercial and SMB accounts

• Perform business development duties, including but not limited to market and territory analysis, new business opportunity identification, marketing campaign and pre-sales leadership, pursuit and solution proposal leadership, contract negotiation and execution, post-sale customer success engagement, existing customer retention and growth, facilitation of long-term relationships with both customers and partners, with strong emphasis on nurturing Salesforce field sales relationships 

• Execute daily pipeline management in Salesforce and provide weekly forecast, pipeline, and activity reports, as directed 

• Collaborate closely and effectively with Gerent Insurance Practice leadership, marketing, business development, and consulting colleagues

• Develop Statement of Work including defining business challenges and summarize recommended solutions in collaboration with Pre-sales and Delivery leadership. Knowing how Salesforce, AI, and unification of data all work together to draft a solution vision is expected 

• Create a portfolio of new logos and existing customer expansion

• Maintain an in-depth knowledge of Gerent’s credentials and Salesforce solutions and roadmap 

• Transition the deal to the delivery team with the appropriate knowledge sharing sessions when fully executed

• Stay engaged with the Customer during the delivery to assess any new opportunities or contract extensions

• Successfully articulate Gerent and Salesforce credentials, in the context of effective discovery regarding prospect/customer requirements, leading to proposed solutions

• Drives business development with the proper information, tools, and subject matter expertise to sell engagements within their solutions and offerings, partnering with industry sellers 

• Builds and develops relationships with Salesforce executives, field sales teams, and owns account planning, including key pursuits

• Proposing accelerators to scale offerings while driving down cost to implement is crucial. 

• Complete Trailheads and Salesforce Certification on the following within 12 months of joining: Salesforce Administrator, Agentforce, Data Cloud

Qualifications: 

• 3+ years of technology sales experience with a bachelor’s degree, or 7+ years of experience with a master’s degree 

• 2+ years of consulting and systems integration sales experience 

• 3+ years selling technology solutions 

• Documented and sustained track record of sales success

• Must be authorized to work for any U.S. employer 

• Approximately 30 percent travel

• Experience partnering with C-level executives as a trusted advisor 

• Experience with end-to-end implementation of Salesforce solutions 

• Salesforce ecosystem experience highly desired 

• Solid judgment and problem-solving skills 

• Ability to manage multiple projects or priorities 

• Strong influence, communication, and negotiation skills 

• Strong experience collaborating with business process owners, program/project management leaders, and technical teams to develop solution proposals 

• Experience with large scale technology projects 

• Experience working with technical and creative project teams

• Proficient in G-Suite and Microsoft Office apps and other collaboration and project management tools (e.g. – MS Teams, Quip, Slack, Smartsheet, Lucidchart, etc.) 

Soft skills:

• People leadership — Must have demonstrated leadership skills in developing and growing long term, high value client relationships

• Teamwork — Ability to effectively team with peers in a large, matrixed organizations, including significant experience with off-shore teams and delivery

• Client focus — Must apply a client-centric mindset and ensure that all projects keep clients’ stated needs and goals top of mind.  

• Accountability — Must be willing to take ownership of and responsibility for clients success

• Communication and presentation skills — Must present complex information to both technical and non-technical audiences. 

• Innovation, creativity, and problem-solving —  Should be willing to think outside the box when confronting project challenges, building out practice assets and defining methods to train delivery resources. 

• Strategy - Must be able to lay out a strategy or roadmap for clients onboarding or amidst a digital transformation anchored in Financial Services use cases

Leadership Qualities:

• Must have a strong commitment to living in service to others

• Be of outstanding character; a leader who influences others to become the best versions of themselves and demonstrates wisdom, integrity and resilience even in tough times 

• Be a keenly intelligent builder, dedicated doer, and empathetic leader who enjoys developing teams and creative strategies

What we can offer you:

• Competitive salary

• WFH

• FTO

• Paid major holidays

• Healthcare, dental, vision coverage

• 401k 

Don’t wait; start growing your career with Gerent today!

At Gerent, we recognize that our people are our strongest asset. Since our founding, we’ve sought to harness the power of people and technology to fuel meaningful, positive connections between businesses and consumers. Our thriving community of creative thinkers and makers sets us apart by continually finding new ways to turn innovative technology solutions into remarkable customer experiences.  

The quality of their collective work speaks for itself — today, Gerent stands as a Salesforce Summit Partner and, after 900+ implementations, holds a 5-Star Customer Satisfaction Score. Our services span the gamut from strategy to consulting, implementation, digital experience, innovation, and managed services. 

Our ultimate goal is to become a trusted advisor in the Salesforce ecosystem. To that end, we’ve gathered some of the best and brightest in tech to ensure that Gerent’s collective strategic knowledge, business acumen, industry knowledge, and deep technical expertise set us apart from our competitors. 

We’ve built a solid foundation over the past 13 years. Now, we have a pivotal opportunity to expand exponentially over the next few years. We need talented professionals who can help us grow — and want to grow alongside us.

Why work with Gerent?

• Relationships are our gold standard.

We put our people first because we know the way we treat our employees is the way they’ll treat our customers.

• Learning never stops.

Our team has an unquenchable thirst for knowledge. We embrace curiosity and continuous learning, pushing ourselves to skill up and stay abreast of industry and technical innovations.

• Working to live.

Work is just one facet of a person’s life, and we intend to keep it that way. That’s why our entire team works remotely – because we’ve found that working from home means having more time to spend on our passions and with our families. 

• Embracing our differences. 

Diversity is one of our greatest strengths. By including people from all walks of life, we can generate the best ideas and solutions.

• We see and seek the best in people.

We assume the best of those we work with. We’ve found that assuming positive intent from our clients and colleagues leads to a positive work environment where everyone thrives.

• Greater than the sum of our parts.

We believe we’re at our best when we work together. We’ve created a culture in which team members come together and elevate one another to perform at a higher standard than they ever could alone.

• Constantly striving for excellence.

When something is good, we want to make it great. It’s in our company DNA to challenge the status quo and push the envelope. We’re not afraid to ask hard questions that improve our work.

• Doing the right thing.

We keep our moral compass close at hand. We strive to do the right thing in every situation, no matter how big or small. 

We’re always looking for talented professionals who can help make our company — and team — stronger and more capable. Apply today! 

Gerent is an equal opportunity employer that celebrates diversity and provides an inclusive work environment. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Indigenous status or any other factors considered discriminatory. We try our best to accommodate any candidate taking part in the selection process upon request.