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    P1 Sales Executive - San Francisco, United States - Truliant Federal Credit Union

    Truliant Federal Credit Union
    Truliant Federal Credit Union San Francisco, United States

    1 week ago

    Default job background
    Permanent Sales
    Description

    Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

    Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

    P1 Finance is seeking a highly motivated Sales Executive to join our growing team of professionals in our premium finance business. As a Sales Executive, you will play a pivotal role in driving new business growth as well as retaining existing long standing clients. If you are exceptional at establishing strong business relationships with clients, and thriving in a fast-paced environment, and you possess excellent communication skills, and have a proven track record of sales success, we want to speak with you.

    Responsibilities:

    • Identify and pursue new business opportunities from Agencies, Carriers, and General Agents.

    • Develop and maintain a robust pipeline of potential clients through proactive prospecting and lead generation activities.

    • Build and nurture relationships with key decision-makers and stakeholders in the insurance and lending industries.

    • Present and promote our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly.

    • Collaborate closely with internal teams to ensure smooth onboarding and delivery of services to clients.

    • Negotiate and close sales agreements, meeting or exceeding sales targets and revenue objectives.

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

    • Provide timely and accurate sales reports, forecasts, and updates to management.

    Requirements:

    • Bachelor's degree in Business Administration, Finance, or the Insurance Industry (preferred but not mandatory).

    • Proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors.

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

    • Exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients.

    • Highly motivated self-starter with a results-driven mindset and the ability to work independently.

    • Excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure.

    • Ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines.

    • Proficient in using CRM software and other sales tools to track and manage leads and opportunities.

    • Willingness to travel as needed to meet clients and attend industry events.

    This position is open to candidates in the state of Florida.

    Company Overview:

    P1 Finance is a leading provider of premium finance solutions, specializing in offering flexible payment options to insurance policyholders. Our innovative approach and customer-centric focus have allowed us to develop long standing deep business relationships in the industry and build lasting relationships with clients. As a Sales Executive with our company, you will have the opportunity to work with a talented senior team, contribute to our growth trajectory, and make a significant impact in the premium finance sector.

    If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant

    As a member of the Truliant family, you will enjoy the following full time benefits:

    • No-cost employee Medical, dental, vision coverage
    • Prescription benefits (including mail order)
    • Paid holidays and Paid Time Off (PTO)
    • 401(k) plan with contribution matching
    • Retirement/pension plan
    • Paid community involvement volunteers hours
    • Paid group life Insurance
    • Teammate loan discounts
    • Tuition reimbursement
    • Short and long-term disability
    • Health & Wellness program
    • Teledoc (physician video conferencing)
    • Onsite fitness facilities or health club reimbursement
    • Employee Assistance Program (EAP)
    • Medical flexible spending account
    • Dependent care flexible spending account
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