Insurance Finance Business Development Lead

Crump Life Insurance Svcs Inc; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation time

Sick days

Paid holidays

Job summary

Truist seeks a proactive salesperson to develop new business with insurance agents and brokers, expanding Premium Finance loan volume in the small agency market. You will educate agency clients on systems and procedures while gathering data on competitors and monitoring territory activity.

In this role, you will use Salesforce to track activities, travel as needed, and coordinate with Marketing and Operations to maximize opportunities. A Bachelor's and B2B sales experience are required.

Qualifications

• Bachelor's degree in business or related field or equivalent education and related training
• Two 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
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to travel, occasionally overnight
• Preferred: Ability to interpret financial data

Responsibilities

• Develop and maintain profitable new business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet Premium Finance 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 with guidance from manager.
• Monitor local insurance trends and report to management as needed.
• Monitor local competitive environment and report 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.
• 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.

Skills

B2B sales experience

Excellent verbal and written skills

Strong organizational skills

Self-motivated

Microsoft Office proficiency

Ability to travel

Education

Bachelor's degree in business or related field

Tools

Salesforce.com

Job description

Truist seeks a proactive salesperson to develop new business with insurance agents and brokers, expanding Premium Finance loan volume in the small agency market. You will educate agency clients on systems and procedures while gathering data on competitors and monitoring territory activity.

In this role, you will use Salesforce to track activities, travel as needed, and coordinate with Marketing and Operations to maximize opportunities. A Bachelor's and B2B sales experience are required.