P1 - Sales Executive

Truliant Federal Credit Union • Norcross, GA

4d • Onsite

About The Position

P1 – A Division of Truliant is 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.

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.
• Associate's or Bachelor's degree in Business Administration, Finance, Insurance, or a related field.
• 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.
• Provide sales forecasts and updates that help drive business performance.

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree