Financial Representative assisting individuals and businesses in achieving financial goals through tailored insurance solutions and financial planning in a community - focused role.
About the role
- Sales Executive responsible for driving revenue growth and expanding customer base in fleet services. Key role in managing client relationships and supporting operations in the Bensalem, PA location.
Responsibilities
- Develop and implement strategic sales plans to grow Penn Jersey’s customer base across the region
- Identify and secure new business opportunities through cold outreach, lead generation, referrals, and industry networking
- Build and maintain strong, long-term relationships with clients to ensure customer satisfaction and retention
- Drive contract negotiations and close deals that align with company objectives for growth and profitability
- Collaborate with internal teams (operations, marketing, and customer service) to ensure successful onboarding and client support
- Provide accurate and timely sales reports, including revenue forecasting and pipeline updates
- Utilize CRM tools to manage leads, monitor progress, and document all client interactions
Requirements
- 5+ years of B2B sales experience, preferably in fleet services, transportation, diesel repair, or related industries
- Proven track record of exceeding sales targets and securing long-term client contracts
- Strong interpersonal, negotiation, and presentation skills
- Highly self-motivated with the ability to work independently and manage a regional territory
- Willingness to travel throughout Pennsylvania, Delaware, New Jersey and other surrounding East Coast states.
- Proficient in using CRM platforms for sales tracking and reporting
Benefits
- Competitive base salary plus uncapped commission structure
- Company vehicle or mileage reimbursement
- Comprehensive health coverage (Medical, Dental, Vision)
- Health Savings Account (HSA) options
- 401(k) with company match
- Generous paid time off and company holidays
- Supportive and growth-oriented team culture
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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