Sales Executive - INSA

First National Bank of Pennsylvania; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

First National Bank of Pennsylvania is seeking a Sales Executive for the INSA unit in Charlotte, NC. The role focuses on selling new business and renewing accounts while building a strong pipeline and maintaining professional client relationships.

Responsibilities include meeting sales goals, partnering with customer service to renew existing business, and ongoing professional development. The candidate should have strong communication, organizational, and analytical skills and the ability to

Qualifications

• BA or BS required.
• Strong client relationship and sales skills.
• Experience with office software and CRM preferred.

Responsibilities

• Meet or exceed annual sales targets for new business and renewals.
• Collaborate with Customer Service Representatives to retain accounts.
• Participate in training and stay updated on selling techniques.
• Perform other related duties as assigned and manage risk as required.

Skills

Project management

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service

PC skills

MS Word

MS Excel

MS PowerPoint

ITI/TAM experience

Education

Bachelor's degree

Tools

ITI

TAM

Office systems

Job description

Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.

Join our team. Make a difference - for us and for your future.

Position Title: Sales Executive - INSA

Business Unit: INSA

Reports To: Varies Based On Assignment

Position Overview:

This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.

Primary Responsibilities:

• Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
• Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
• Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
• F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Education:

BA or BS

Minimum Years Experience:

3

Special Skills:

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience with ITI, TAM and office systems preferred.

Special Licenses and Certificates:

Applicable industry insurance licenses.

Physical Requirements:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.