Job TitleCall on existing clients within the small agency market segment to cultivate, retain and expand loan volume. Educate agency clients on systems and procedures. Gather data on competitors and monitor activity within the assigned territory. Assist internal departments, as needed. Promote Premium Finance (PF) at industry events.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards.
Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions.
Manage assigned territory with guidance from manager.
Monitor local insurance trends and report to management, as needed.
Monitor local competitive environment and report to management, as needed.
Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
Ensure revenue goals are met by analyzing profitability for each relationship.
Communicate with marketing staff and operational staff to maximize opportunities.
Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities.
Develop pricing proposals as needed and submit to management for approval.
Qualifications Required Qualifications:- The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree in Business or related field, or equivalent education and related training
- Two years of business-to-business sales experience, preferably in financial services or insurance
- Excellent verbal and written communication skills
- Strong organizational and time management skills
- Self-motivated, independent worker
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
