P1 - Sales Executive

Truliant Federal Credit Union•Norcross, GA

1d•Onsite

About The Position

At P1 – A Division of Truliant we’re committed to helping businesses access the financial solutions they need to succeed. As a P1 Sales Executive, you’ll play a key role in growing our premium finance business by building strong client relationships, identifying new opportunities, and delivering solutions that meet customer needs. This is a great opportunity for someone who enjoys developing partnerships, driving business growth, and working in a fast-paced, relationship-focused environment. In this role, you’ll take ownership of business development efforts and help expand our presence within the insurance and lending industries.

Requirements

Experience building business relationships and developing new sales opportunities in a professional sales environment.
Experience presenting solutions, negotiating agreements, and managing opportunities through the sales cycle.
Excellent verbal and written communication skills.
Strong relationship-building, negotiation, and closing abilities.
Ability to manage multiple priorities, work independently, and meet goals in a fast-paced environment.
Proficiency with Microsoft Office and CRM systems.
Strong organizational skills, attention to detail, and sound judgment.
Comfortable adapting to changing priorities, learning new products and processes, and working collaboratively across teams.

Nice To Haves

Experience meeting or exceeding sales targets in the finance industry.
Knowledge of premium finance products, services, or the insurance industry.
Experience working with agencies, carriers, general agents, or other insurance-related organizations.
Demonstrated success developing new business through prospecting and lead generation.

Responsibilities

Identify and pursue new business opportunities with agencies, carriers, and general agents while building a healthy pipeline of prospective clients.
Consult with clients to understand their needs, present premium finance solutions, negotiate agreements, and close new business opportunities.
Collaborate with internal teams to support successful client onboarding, monitor industry trends and market opportunities, and provide sales forecasts and updates that help drive business performance.