P1 - Sales Executive

001 Truliant Federal Credit Union; United States; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

No-cost health, dental, vision

401(k) with match

Paid holidays & PTO

Health & Wellness program

Teledoc

Onsite fitness facilities

Employee Assistance Program (EAP)

Flexible spending accounts

Job summary

001 Truliant Federal Credit Union is seeking a P1 Sales Executive to grow our premium finance business by building strong client relationships and delivering tailored solutions. You’ll pursue opportunities with agencies, carriers, and general agents, negotiating and closing deals while collaborating with internal teams to ensure onboarding and market readiness.

Ideal candidates combine relationship-building with results-driven sales, possess strong communication and negotiation skills, and can

Qualifications

• Experience building relationships and creating new sales opportunities.
• Experience presenting solutions, negotiating, and managing sales opportunities.
• Strong communication, negotiation, and closing skills.
• Ability to manage multiple priorities and work independently.

Responsibilities

• Identify and pursue new business opportunities with agencies, carriers, and general agents.
• Consult with clients to understand needs, present premium finance solutions, negotiate, and close deals.
• Collaborate with internal teams to support onboarding and monitor industry trends.
• Provide sales forecasts and updates to drive business performance.

Skills

Verbal communication

Written communication

Relationship-building

Negotiation

Closing

Prioritization

Microsoft Office

CRM systems

Organization

Attention to detail

Judgment

Education

Business Administration/Finance/Insurance degree

Tools

Microsoft Office

CRM systems

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

You don't need to check every box, but these qualifications can help you stand out: 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 Truliant, 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

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our teammates make that happen daily. Through their diverse perspectives and backgrounds, our teammates come together to craft the best experience for every member wherever they are on their financial journey. Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.