Personal Lines Account Executive managing policies and ensuring quality service for clients at Patriot Growth Insurance Services. Focusing on risk evaluation and account management in the insurance sector.
About the role
- Sales Executive driving growth in Merchant Services with strategic sales leadership. Engaging C-suite executives and building strong referral networks to maximize profitability.
Responsibilities
- Drives new business growth and boosts profitability in existing accounts by spotting high-impact opportunities through market and client insight
- Serve as the strategic sales lead, consulting with owners and C-suite executives
- Builds and energizes a strong referral network with Commercial Bank partners while executing a proactive outreach strategy to consistently generate sales momentum
- Build and manage pipeline through Commercial Bank referrals and self-generated COI leads
- Partner with partner sales teams to expand existing customer relationships
- Delivers persuasive, value-driven presentations that clearly demonstrate how the organization’s solutions meet client needs
- Travel within a designated geographical territory to prospect, build relationships, and sign up new local businesses
Requirements
- Bachelor's degree, or equivalent work experience
- 6+ years of Merchant Sales Experience required
- Deep knowledge of the payments industry, Interchange, and gateway connectivity
- Background in SAAS , Banking, Payables and Receivables a plus
- Proficient in Salesforce as a CRM is a bonus
- 10 years of sales experience, with an emphasis on solution selling into Commercial, Mid-Market and or Enterprise space
- Track record of proven success exceeding sales targets with a data-driven, results-focused mindset
- Excellent partner relationship building, prospecting, and territory development skills
- Manage client relationships in partnership with internal teams to ensure customer success and satisfaction across your portfolio
- Quickly grasp technology fundamentals and apply them to real-world business needs
- Open to feedback and committed to personal accountability and growth
- Creatively resolve client issues with practical problem-solving and sound decision-making
- Effectively manage multiple projects and deadlines
- Communicate clearly and professionally, both verbally and in writing
Benefits
- Competitive compensation
- Health insurance
- Professional development opportunities
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