AFCO Direct Strategic Growth Manager

Truist Bank • East Norriton, PA

1d

About The Position

Call on existing clients within both the small and intermediate agency market segments to cultivate, retain and expand loan volume. Educate agency clients on systems and procedures. Gather data on competitors and monitor activity within the assigned territory. Assist internal departments, as needed. Promote Premium Finance (PF) at industry events.
ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards. 2. Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions. 3. Manage assigned territory independently. 4. Monitor local insurance trends and make strategic recommendations to management, as needed. 5. Monitor local, competitive environments and make strategic recommendations to management, as needed. 6. Analyze monthly reports to identify opportunities to increase sales and minimize lost volume. 7. Ensure revenue goals are met by analyzing profitability for each relationship and recommending changes, as needed. 8. Communicate with marketing staff and operational staff to maximize opportunities. 9. Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities. 10. Develop pricing proposals, as needed, and submit to management for approval.

Requirements

• Bachelor's degree in Business or related field, or equivalent education and related training
• 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

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level