P1 - Finance - Sales Executive - New England

Truliant Federal Credit Union•Norcross, GA

1d•Hybrid

About The Position

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. Remote: This position is remote within the NY, Long Island, Southern Connecticut footprint. Although this position is primarily remote, there is a requirement to meet clients or potential clients for in-person on-site events and meetings as this is a requirement of the role you must be based out of NY, Long Island, Southern Connecticut footprint. The Sales Executive is responsible for establishing strong business relationships with clients, identifying sales opportunities, developing sales strategies, delivering compelling presentations, negotiating contracts, and closing deals. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the company.

Requirements

Excellent communication skills in English, both verbal and written
Basic knowledge of Microsoft Office
Ability to understand all business processes within the credit union
Resourceful and well organized, with strong attention to detail
Good reasoning abilities and sound judgment
Ability to work in a general office environment
Flexible and able to shift resources and priorities as required
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.
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

Nice To Haves

A proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors preferred

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.