AFCO Direct Strategic Growth Manager

Truist Bank•Iowa City, IA

3d•Onsite

About The Position

The Strategic Growth Manager will call on existing clients within both the small and intermediate agency market segments to cultivate, retain and expand loan volume. This role involves educating agency clients on systems and procedures, gathering data on competitors, and monitoring activity within the assigned territory. The manager will also assist internal departments as needed and promote Premium Finance (PF) at industry events.

Requirements

Bachelor's degree in business or related field, or equivalent education and related training
Up to Five years of business-to-business sales experience, preferably in financial services or insurance
Excellent verbal and written communication skills
Strong organizational and time management skills
Self-motivated, independent worker
Ability to interpret financial data
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight

Nice To Haves

Ability to interpret financial data

Responsibilities

Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards.
Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions.
Manage assigned territory independently.
Monitor local insurance trends and make strategic recommendations to management, as needed.
Monitor local, competitive environments and make strategic recommendations to management, as needed.
Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
Ensure revenue goals are met by analyzing profitability for each relationship and recommending changes, as needed.
Communicate with marketing staff and operational staff to maximize opportunities.
Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities.
Develop pricing proposals, as needed, and submit to management for approval.