Investment Services CAO providing critical operational and administrative support within IS organization. Collaborating with executive leadership on strategic initiatives and delivering key business management functions.
AB
Onsite Premium Finance Sales and Marketing – Established Book of Business
Posted 1 hour ago
About the role
- Sales Executive responsible for developing new business opportunities and managing existing relationships in financial services. Requires outside sales experience and effective communication skills.
Responsibilities
- Responsible for developing new business opportunities through telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals.
- Managing existing relationships
- Cold calling, identifying prospects, closing sales and onboarding new customers.
- Building relationships with prospective agency/brokerages located in the assigned territory.
- Increase unit count, premium and interest margin by protecting existing relationships and consistently adding new agents.
- Conducting a needs-analysis for customers and prospects, and presenting the USPF premium finance package and online training of the USPF Quoting System and Account Info System to qualified targets.
Requirements
- 2 – 3 years of outside sales experience in the financial services/ insurance related field or marketing experience within an insurance environment is a plus.
- Self-starter
- Strong communication skills
- Presentation skills
- Closing skills
- Leadership skills
- Detailed-oriented
- Strong computer skills, including Excel, Word & PowerPoint
- Excellent organization skills
Benefits
- Medical, Dental and Vision Insurance
- Life Insurance provided at no additional cost to employees
- Long-Term Disability Coverage
- Paid Sick and Vacation Leave
- 11 Holidays
- Volunteer/Service Day
- Employee Stock Purchase Plan
- 401(k) Retirement Plan
- Ameris Bank matches 50% of your first 8% of contributions to the plan
- Flexible Spending Accounts
- Health Savings Account
- Health Reimbursement Arrangement
- Supplemental Life & Other Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Legal Insurance
- Employee Assistance Program
- Employee Advocacy Program
- Tickets at Work (Entertainment discounts for Ameris Bank Employees)
- AT&T Employee Discount
- Wellness Discounts for Medical Premiums and Other Rewards
- Employee Referral Incentive
- Education Assistance
- Employee Resource Groups
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Financial Analyst supporting financial planning and forecasting activities in a healthcare solutions company. Involves budgeting, reporting, and treasury activities.
Assistant Manager overseeing financial accounting and control, ensuring accuracy and compliance in financial reporting for LSEG subsidiaries. Collaborating with various teams and driving continuous improvement initiatives.
FP&A Manager shaping financial strategies for AMDT, a leader in versioning and backup solutions. Collaborating on financial analysis, reporting, and strategic planning.
Accounting Finance Operations Process Lead at Broadridge handling revenue recording, reconciliations, and statutory compliance for clients in the fintech industry.
Attorney handling regulatory operations for COUNTRY Financial's insurance products. Provides legal advice and counsel on compliance and corporate governance issues.
Supervisor in Accounting and Finance Consulting at RSM focusing on general accounting projects and overseeing financial reporting. Engaging in training junior staff while ensuring compliance with accounting principles.
Finance Professional managing IBOR Reference Data for the State of Ohio's Treasurer’s office. Supporting design, control, oversight, and management across investment and collateral positions.
Finance Professional managing IBOR Reference Data in the Treasurer's office for Ohio. Ensuring accurate data management, vendor coordination, and operational enhancements.
Associate Analyst in Alternative Investments managing customer transactions and product offerings. Collaborating on operational processes and providing technical support for complex investment scenarios.