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Sales Executive in Training (MMA Bouchard)

Location: Clearwater, Florida, United States

Secondary Locations: Tampa,Florida,United States;

Company: Marsh & McLennan Agency

Job ID R_049728-en

Bouchard Insurance is consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

Bouchard Insurance is looking for a Sales Executive in Training who will be responsible for initiating and developing new clients that meet Bouchard’s ideal client profile, ensuring a consistent flow of new revenues to the company as stated in the annual individual sales goal.


  • Identifies through personal research prospects that meet Bouchard’s ideal client profile
  • Effectively uses cold calling, direct mail, brochures and other Bouchard sales tools to make initial contact with qualified prospects
  • Sets appointment and personally meets with prospects and clients, conducts in depth dialogue and develops a positive business relationship built on mutual trust
  • Engages the appropriate Bouchard resources with the assistance of the Sales Management Team to offer best customized presentations for each prospect
  • Confers with the client service team (typically Marketing, Account Manager and Liaison) and office leadership regarding prospective client needs and pricing strategy
  • Meets prospects’ needs by offering innovative solutions, providing customer support and introducing Bouchard resources as appropriate. Presents proposals reflecting the above
  • Keeps up to date on prospects’ current issues and researches new information on prospect
  • Ensures timeframes and deliverables are met in the sales process; and ensures that post-sale teams provide quality service to all assigned clients
  • Arranges and conducts regular seminars to assist in branding Bouchard Insurance as the industry leader in the community


  • Bachelor’s degree or equivalent work experience
  • 1-3 years business to business experience preferred; not required
  • Demonstrates sales aptitude, excellent communication skills, ability to build and maintain relationships, business acumen, strategic reasoning and a results-driven approach
  • Ability to acquire 2-20 and 2-15 licenses in prescribed amount of time


  • Personal growth
  • Amazing clients and coworkers
  • Comprehensive benefits
  • Focus on community service
  • Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

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  • Leadership Recognition

    Dan Glaser, President and CEO, has been named to Institutional Investor magazine’s 2017 All-America Executive Team ranked as the #3 Overall CEO in the insurance industry, #3 with buy-side analysts and #2 with sell-side analysts.

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