Field Sales Representative connecting customers with the latest AT&T technology through personalized sales interactions. Manage scheduled appointments to drive sales success and enhance customer experiences.
About the role
- Account Executive nurturing profitable relationships with Customers for a top insurance premium financing company. Responsible for achieving growth and profitability goals within assigned portfolios.
Responsibilities
- To nurture profitable program entity relationships such that Customers value our premium finance services and we achieve superior, sustainable financial returns.
- Responsible for achieving organic growth and profitability goals based on their assigned book of business.
- Develop and implement strategies to maintain and grow existing Customer relations, while developing new ones.
- Possess strong Customer service skills, superior communication and negotiation skills and an understanding of company loan documentation and state premium finance requirements.
- Achieve key performance indicators in the areas of premium volume, loan units, program entity growth, and profitability based on the book of business assigned to them by IPFS.
- Actively follow up on all quote activities within the AEA queue in a timely fashion.
- Service program entities by providing premium finance quotations, within company guidelines and assigned authorities.
- Develop a plan to develop new Prospects with assigned Sales Executives.
- Document Program Entities within Salesforce utilizing tasks or Chatter.
- Review agency variances for assigned book and working with SE, Regional Manager/Leader determine if any further actions are needed.
- Communicate effectively and frequently with Sales Executive(s) on all program entity relationships within assigned portfolio.
- Submit all required documentation to agent for execution
- Conduct program entity visitations on assigned relationships
- Participate in CE Credit Classes and attend local events and trade shows as branch scheduling permits.
Requirements
- Must be detailed oriented
- Must have strong verbal and written communication skills
- Must possess excellent Customer service skills
- Strong problem-solving skills
- Must be team oriented
- Must have good organization skills
- Must be proactive, with a sense of urgency
- 2-4 Years of experience in premium financing or related field
- Must be self-motivated with a drive to take initiative
- Strong sales aptitude, with a desire to win
- Ability to multi-task
- Ability to adapt quickly and thrive in a fast-paced environment
- Proficiency in typing and 10 key
Benefits
- Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
- We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
- Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way.
- gym membership subsidies.
- Imperial PFS offers a 401(k) with a company match
- company lunches, corporate outings, and even the occasional ice cream truck.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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