P1 - Sales Executive

Truliant Federal Credit Union; Norcross (GA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

No-cost medical coverage

Dental and vision coverage

401(k) with match

Paid holidays & PTO

Tuition reimbursement

Job summary

Truliant Federal Credit Union is seeking a P1 Sales Executive to drive premium finance sales by building strong client relationships with agencies, carriers, and general agents. You will develop partnerships, identify opportunities, and deliver tailored financial solutions in a fast-paced environment.

The role emphasizes consultative selling, pipeline development, and collaboration across teams to onboard new clients and forecast sales performance.

Qualifications

• Must have an Associate's or Bachelor's degree in Business Administration, Finance, Insurance, or related field.
• Experience building new sales opportunities in finance or insurance businesses.
• Knowledge of premium finance products and services is a plus.
• Ability to manage relationships with agencies, carriers, and general agents.

Responsibilities

• Identify and pursue new business opportunities with agencies, carriers, and general agents, building a healthy pipeline.
• Consult with clients to understand needs, present premium finance solutions, negotiate, and close deals.
• Collaborate with internal teams to onboard clients and monitor market opportunities.

Skills

Verbal & written comms

Relationship-building

Negotiation & closing

Multitasking

MS Office & CRM

Organizational skills

Education

Associate's or Bachelor's in Business/Finance/Insurance

Tools

CRM systems

Microsoft Office

Job description

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At P1 - A Division of Truliant we're committed to helping businesses access the financial solutions they need to succeed. As a P1 Sales Executive, you'll play a key role in growing our premium finance business by building strong client relationships, identifying new opportunities, and delivering solutions that meet customer needs. This is a great opportunity for someone who enjoys developing partnerships, driving business growth, and working in a fast-paced, relationship-focused environment.

What you'll do

In this role, you'll take ownership of business development efforts and help expand our presence within the insurance and lending industries.

Day to day, you'll:

• Identify and pursue new business opportunities with agencies, carriers, and general agents while building a healthy pipeline of prospective clients.


• Consult with clients to understand their needs, present premium finance solutions, negotiate agreements, and close new business opportunities.

Beyond that, you'll collaborate with internal teams to support successful client onboarding, monitor industry trends and market opportunities, and provide sales forecasts and updates that help drive business performance.

What you bring

We're looking for someone who combines strong relationship-building skills with a drive to achieve results and create positive client experiences.

Required Experience

• Experience building business relationships and developing new sales opportunities in a professional sales environment.


• Experience presenting solutions, negotiating agreements, and managing opportunities through the sales cycle.

Required Skills

• Excellent verbal and written communication skills.


• Strong relationship-building, negotiation, and closing abilities.


• Ability to manage multiple priorities, work independently, and meet goals in a fast-paced environment.


• Proficiency with Microsoft Office and CRM systems.


• Strong organizational skills, attention to detail, and sound judgment.

Education/Certifications

• Associate's or Bachelor's degree in Business Administration, Finance, Insurance, or a related field.

You should also be comfortable adapting to changing priorities, learning new products and processes, and working collaboratively across teams.

What sets you apart

• Experience meeting or exceeding sales targets in the finance industry.


• Knowledge of premium finance products, services, or the insurance industry.


• Experience working with agencies, carriers, general agents, or other insurance-related organizations.


• Demonstrated success developing new business through prospecting and lead generation.

What you'll get

At P1 - A Division of Trutiant, you'll have the opportunity to grow your career while making a meaningful impact on our members and business partners. We offer a supportive team environment, opportunities for professional development, and the chance to work alongside talented colleagues who are committed to collaboration, innovation, and exceptional service.

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage


• Prescription benefits (including mail order)


• Paid holidays and Paid Time Off (PTO)


• 401(k) plan with contribution matching


• Paid community involvement volunteers hours


• Paid group life Insurance


• Teammate loan discounts


• Tuition reimbursement


• Short and long-term disability


• Health & Wellness program


• Teledoc (physician video conferencing)


• Onsite fitness facilities or health club reimbursement


• Employee Assistance Program (EAP)


• Medical flexible spending account


• Dependent care flexible spending account