AFCO Direct Strategic Growth Manager
About The Position
AFCO Direct is reshaping premium finance with innovative solutions. Our goal is to ease administrative duties for agents, improve cash flow for insureds and provide easy-to-use technology for both. 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, monitoring activity within the assigned territory, and assisting internal departments as needed. The position also includes promoting 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.
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation
- sick days
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
