Role Overview
Manage and grow a portfolio of existing agency relationships within the small and middle-market segments by cultivating client partnerships, retaining business, and expanding premium finance loan volume. Serve as a trusted advisor by educating agency clients on products, systems, and processes while delivering exceptional service and support.
What You Will Do
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.
Why It Might Be a Fit
The ideal candidate will have 5 years of business-to-business sales experience, preferably in financial services or insurance, and excellent verbal and written communication skills.
Requirements
- Bachelor’s degree in Business or related field, or equivalent education and related training
- Five 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
- Ability to interpret financial data
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation days
- Sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
To apply for this job please visit truist.wd1.myworkdayjobs.com.

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