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Truliant Federal Credit Union · 21 hours ago

P1 Finance - Sales Executive

Peachtree Corners, GA

Full-time

Hybrid

Mid Level

Truliant Federal Credit Union is dedicated to improving lives by prioritizing member service and providing straightforward financial solutions. The Sales Executive is responsible for building strong business relationships, identifying sales opportunities, and achieving sales targets to contribute to the company's profitability.

Banking

Growth Opportunities

Responsibilities

Identifies and pursues new business opportunities from Agencies, Carriers, and General Agents

Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities

Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries

Presents and promotes our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly

Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients

Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives

Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge

Provides timely and accurate sales reports, forecasts, and updates to management

Assists with other tasks and projects as assigned

Qualification

Sales strategiesPremium finance knowledgeNegotiation skillsCRM software proficiencyCommunication skillsInterpersonal skillsTime managementAttention to detailSelf-starter

Required

Must have excellent communication skills in English, both verbal and written

Must have basic knowledge of Microsoft Office

Must have ability to understand all business processes within the credit union

Must be resourceful and well organized, with strong attention to detail

Must have good reasoning abilities and sound judgment

Must be able to work in a general office environment

Must be flexible and able to shift resources and priorities as required

Strong understanding of premium finance products, services, and the insurance industry

Must have exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients

Must be highly motivated self-starter with a results-driven mindset and the ability to work independently

Must have excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure

Must have the ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines

Must be proficient in using CRM software and other sales tools to track and manage leads and opportunities

Should become knowledgeable of P1 Finance's best practices, policies, and procedures while demonstrating a strong commitment to providing excellent service to Truliant's members

Associate's or Bachelor's degree in Business Administration, Finance, Insurance or related field required

Willing to travel as required for client meetings and industry events