TruStage · 1 hour ago
P&C Sales Consultant, Business Protection Solutions (Remote in EST), Regions
United States
Full-time
Remote
Senior Level
$80K/yr - $134K/yr
6+ years expTruStage is dedicated to making a brighter financial future accessible to everyone. The P&C Sales Consultant will serve as a subject matter expert, providing consultation to Sales Partners and Credit Unions to address client needs and grow business within assigned accounts.
Financial Services
Hiring Manager
Eric W Goodling
Responsibilities
Engage and execute with Sales Partner for account team planning, prospecting, and pipeline management in assigned customer accounts (territory)
Work closely with Sales Partners and uses tools, processes, and technology to assess customer’s current business issues, strategic and tactical goals, and to build a vision and a path for growth and retention of TruStage Mutual products, services, and solutions in assigned customer accounts
Assist in the pre-qualification, assessment, development and presentation of client specific proposals, contracts, and business reviews
Prepare and deliver presentations to clients and other audiences as needed
Assist with the negotiations and contracting terms of sales
Conduct in-depth, innovative, and value-added strategic reviews with assigned customers to attract, retain, and grow business
Understand the competitive environment for the credit union industry together with diverse financial and/or insurance services markets
Understand competitor’s strengths and weaknesses
Provide thought leadership, competitive analysis, insights and consultations to Sales Partners and to customers
Communicate with TruStage product leaders in the development of new products, as well as enhancements of existing products
Proactively seeks information about marketplace trends to identify opportunities
Maintain an understanding and relationship with organizations and associations that support the business needs of customers
Develop and deliver industry insight for use in contract strategy
Speaker at industry events and exchange visits
Qualification
Required
Bachelor's degree in Marketing, Business Administration, Insurance, Risk Management or related field
6 or more years of experience and demonstrated success actively marketing, selling, and servicing products and solutions of the financial and/or insurance services industry, with proven record of success utilizing a consultative sales model
Demonstrated in-depth knowledge of financial and/or insurance services industry
Demonstrated ability to quickly develop business relationships and rapport to create a comfortable environment with customers to facilitate and open dialogue
Demonstrated ability to quickly learn about new financial and/or insurance product offerings and apply knowledge in a sales setting
Must have an extensive understanding and expertise of involved practices and precedents along with 3+ years of experience in an insurance specialty related to fidelity, property & casualty insurance or credit union internal operations
Ability to integrate technology into sales processes
Strong sales background with exceptional verbal, written, listening, analytical, interpersonal, and presentation skills via multiple channels
Demonstrated business and financial acumen
Demonstrated applied knowledge of credit union/financial institution operations, regulatory issues, and process re-engineering
Demonstrated ability to manage ambiguity and experience with situational adaptability; strong account and territory management; self-starter with proven track record of ability to achieve results
Possess or obtain Property & Casualty Insurance License within 90 days
Up to 30% travel required, but many accounts can be serviced from a virtual perspective
Preferred
Experience with National broker preferred
In-depth knowledge of credit union industry preferred
Expert knowledge of Corporate Property & Casualty products and services that TruStage offers is preferred
Professional certification such as CPCU, CCUE, or ARM is strongly preferred
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage™ is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
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