Sales Executive - INSA

First National Insurance Agency, L L C; Raleigh (NC); In loco; USD 55.000 - 90.000; Tempo pieno

Descrizione del lavoro

FIRST NATIONAL INSURANCE AGENCY, L L C seeks a Sales Executive to drive new business and renewals from Raleigh clients. You will build a sales pipeline, cross-sell within the book of business, and partner with bank teams to identify financial service solutions for customers.

The role emphasizes meeting sales goals, maintaining client relationships, and staying current with policy changes and compliance. Strong communication and organizational skills are essential.

Competenze

• BA or BS degree required.
• 3+ years of experience.
• Applicable industry insurance licenses.

Mansioni

• Meet or exceed annual sales production goals for new and existing clients.
• Collaborate with Customer Service to renew business and meet retention targets.
• Attend seminars and complete continuing education requirements.
• Maintain up-to-date knowledge of processes and coverage changes.
• Adhere to risk management and regulatory compliance policies.

Conoscenze

Project management

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service

Computer skills

Word

Excel

PowerPoint

Office systems

Formazione

Bachelor's degree

Descrizione del lavoro

Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601.

Job Description

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.
• Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Qualifications

• 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 & 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.

About Us / Company Culture

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.