Sales Executive - INSA

First National Bank; Wilmington (NC); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

F.N.B. Corporation is seeking a Sales Executive - INSA to drive new business and renewals, building a strong pipeline and collaborating with bank partners to provide financial solutions.

The role emphasizes proactive prospecting, cross-selling within the existing book, and continuous professional development through seminars and trainings to maintain competitive edge.

Qualifications

• Requires BA or BS degree.
• 3 years of sales experience in financial services.
• Excellent communication and customer service.
• Ability to use a PC and standard office software.
• Applicable industry insurance licenses.

Responsabilités

• Meets or exceeds annual sales production goals for new business and renewals.
• Partners with Customer Service to renew existing business and meet retention goals.
• Participates in seminars and classes for skill development and regulatory knowledge.
• Follows risk management and compliance requirements as per company policy.
• Performs other related duties as assigned.

Connaissances

Project management

Communication

Organization

Customer service

Computer skills

MS Word

MS Excel

MS PowerPoint

ITI/TAM/office systems

Formation

BA or BS

Outils

ITI

TAM

Description du poste

Primary Office Location

501 Fayetteville Street. Raleigh, North Carolina. 27601.

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

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.

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.