Business Development Client Executive

SUMMARY: The Atlante Partners Client Executive Business Development Program is for sales professionals committed to taking their skills to the next level as true consultants. Client Executives work with clients on all aspects of the Atlante model, ranging from strategy and operations, to leadership coaching, to sales coaching and training, as well as advanced team management strategies. Atlante Partners provides the intellectual property, programs, training and subject matter expertise for you to build a career providing executive level guidance and implementation at small and mid-level independent agencies across the U.S. Successful Client Executives will have the opportunity to expand their teams, mentor others, and ultimately be considered for equity within Atlante Partners. Members of the Atlante Team enjoy 25 days of PTO, a generous 401(k) match, medical, dental, and vision as well as phone, mileage, and gym reimbursements. Although long days can be expected, there is a great deal of flexibility and encouragement to maintain work life harmony. The ideal candidate will have two or more years of independent agency experience in sales or service, be serious about continuing their education both informally and potentially through an MBA, is able and motivated to travel regularly, and willing to work in a deadline driven environment. Atlante Partners is a motivating force for their client agencies and helps them set and achieve major goals. Members of our team are expected to demonstrate the same commitment to professional growth and development that we ask of our clients. EXPECTED OUTCOMES:Establish contact with 20-30 independent insurance agencies each week. Begin the Atlante Partners agency review process 1-2 new agencies each week. Win 1-2 new agencies each month for a total of 10 or more agencies. Find and onboard Client Associates to grow your Client Team. Network to provide training or guest speaking at agency conferences across the United States. MAJOR ACTIONS OR INITIATIVES:Establish a list of 300 agencies across 15 geographies. Develop an understanding of Atlante’s core areas of focus, namely consulting, executive coaching, recruiting, training and development, and team management. Host monthly webinars and other trainings for clients and prospects on specific topics. ROUTINES:Organize and research agencies that would fit the Atlante Partners service model. Network with and contact agencies across the United States in target geographies. Follow an established consultative sales process to build relationships and win new clients. Manage and lead all client interactions both strategic and tactical Learn, live and teach the VOAR goal setting and execution framework in all client interactions. Manage client tasks directly and with Client Managers. Organize client priorities and objectives in coordination with the client. Execute tasks and priorities according agreed upon priorities and timelines. Oversee recruiting on behalf of client agencies including job postings, interviews, assessments, etc. Create meeting debriefs for client. Screen and interview recruiting candidates on behalf of clients. Provide executive coaching to leaders and managers using the VOAR framework. WHAT YOU GAIN WORKING FOR ATLANTE:Intense focus on professional development and education. Goal setting and execution capabilities. Consulting experience and skills. Development of strong executive presence. Broad agency management experience. Leadership opportunities. Becoming an expert at Microsoft Outlook, Microsoft Teams and other Office applications. Feedback on your communication, collaboration, writing, organization and all other professional skills.

DESIRED QUALIFICATIONS: Demonstrated ability to self-manage time and resources in a remote-work setting. Willingness to work in an entrepreneurial setting with varying and changing areas of focus. Able to receive and give direct feedback. Passion for self-improvement – natural interest in businesses and growing ventures. Serious interest in pursuing ongoing education including an MBA.College degree in business related field of study.4-10 years’ client facing experience in an independent insurance agency. ABOUT ATLANTE PARTNERS:Atlante Partners was founded in 2017 with the vision of becoming the premier consulting firm to mid-market independent insurance agencies across the U.S. We deliver strategy, skills and ground-level execution that allows small professional service companies to out compete larger firms on winning, developing and keeping the best talent. Our team is remotely distributed and work at either client or home offices. We currently work in eight states and are expanding our clientele rapidly. Members of the Atlante Partners team get to be part of transforming our industry for the better.