Sales Executive

Imperial PFS; San Francisco (CA); Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Parking and commuter benefits

Paid time off

Wellness program

Job summary

Imperial PFS is hiring a Sales Executive in San Francisco to develop new business and manage existing relationships. This remote position requires candidates to reside near San Francisco and offers a salary range of $90,000 to $110,000.

Responsibilities include generating leads, building relationships with agencies, and conducting needs analyses. Preferred qualifications include outside sales experience and strong communication skills. The company provides various benefits, including a 401(k), wellness programs, and more.

Qualifications

• 2-3 years of outside sales experience in the financial services or insurance field.
• High degree of self-motivation and a self-starter.
• Excellent communication and closing skills.

Responsibilities

• Establish new contacts to generate new business opportunities.
• Open and build relationships with prospective agencies in the assigned territory.
• Conduct needs analyses using the IPFS Sales process.

Skills

Outside sales experience

Communication skills

Self-motivation

Sales/closing skills

Leadership skills

Computer skills

Education

College graduate

Tools

Salesforce

Microsoft products

Job description

Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”

How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.

For Our Associates:

• At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
• Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
• Staying healthy: Our wellness program, WellWorks, 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. We are also proud to support your health and fitness goals by providing gym membership subsidies.
• Preparing for your future: Imperial PFS offers a 401(k) with a company match
• Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
• Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.
• Time to recharge: We offer paid time off, including vacation and sick time, along with paid holidays, in accordance with company policy and applicable laws.

JOB SUMMARY:

The person serving in this role will be responsible for both developing new business and managing existing relationships. New opportunities can be acquired thorough a variety of strategies: telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals. Existing relationships may be transferred from existing books of business or from internally sourced referrals. Sales Executives work within an assigned geographic area, with the specific goal of finding and growing profitable relationships.

KEY RESPONSIBILITIES:

• Establish new IPFS contacts to generate new business opportunities through cold calling, investigating leads, prospecting and closing sales while onboarding and training new Customers.
• Open and build new relationships with prospective agencies/brokerages located in the assigned territory.
• Increase unit count, premium and interest margin by protecting existing relationships and consistently adding new insurance agents to the IPFS portfolio of active customers.
• Conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce.
• Learn and effectively communicate IPFS technology and service offerings to drive conversion and development of relationships.
• Foster good working relationships with IPFS Branch Managers and support Associates, including a number of different Account Executives.
• This is a remote position; however, candidates must reside around the San Francisco, CA area to support clients within the assigned sales territory.

PREFERRED SKILLS:

• 2-3 years outside sales experience in the financial services/ insurance related field or marketing experience within an insurance environment is a plus
• High degree of self-motivation, a self-starter and driven
• Excellent communication and presentation skills as well as sales/closing skills
• Leadership skills and confidence in own abilities
• Ability to earn trust with a wide variety of personality types
• Passion for selling and a strong set of personal goals for achievement
• Detailed-oriented and highly organized
• Outgoing and positive personality
• Strong computer skills, including Salesforce and Microsoft products

QUALIFICATIONS:

College graduate

Ability to operate a company vehicle

The salary range for this position is $90,000 to $110,000. If an offer is made, the pay rate determinations will take into account relevant market data and the applicant’s prior experience, education and other qualifications directly related to the position to ensure internal equity.