P1 Finance - Sales Executive

Truliant Federal Credit Union•Norcross, GA

5d•Remote

About The Position

This 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

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.
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Willing to travel as required for client meetings and industry events
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.