Sales Executive - Insurance & Financial Services

First National Bank of Pennsylvania; Pittsburgh (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Job summary

First National Bank of Pennsylvania is seeking a Sales Executive - INSA to drive new business and renewals from the Pittsburgh office. You will build a prospect pipeline and work with bank partners to tailor financial solutions for clients.

The role requires a BA/BS and at least 3 years of experience, with strong communication, organizational and customer service skills. The position emphasizes risk awareness and adherence to regulatory guidelines.

Qualifications

• BA or BS required.
• Strong project management and communication skills.
• Experience with ITI, TAM and office systems preferred.

Responsibilities

• Meets or exceeds annual sales production goals for new and existing accounts.
• Partner with Customer Service Representatives to renew business and meet retention goals.
• Participate in seminars and classes for ongoing development and regulatory compliance.
• Perform other related duties as assigned.
• Work as a risk-aware team member under the corporate risk program.
• Adhere to regulatory laws and company procedures.

Skills

Project management

Communication

Organizational skills

Customer service

PC skills

MS Word

MS Excel

MS PowerPoint

ITI/TAM experience

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Office systems

Job description

First National Bank of Pennsylvania is seeking a Sales Executive - INSA to drive new business and renewals from the Pittsburgh office. You will build a prospect pipeline and work with bank partners to tailor financial solutions for clients.

The role requires a BA/BS and at least 3 years of experience, with strong communication, organizational and customer service skills. The position emphasizes risk awareness and adherence to regulatory guidelines.