Strategic Growth Manager I

Truist; Atlanta (GA); Hybride; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Résumé du poste

Truist is seeking a sales professional to cultivate and expand loan volume with insurance agents, brokers, and agencies in the small agency market. You will educate clients on PF processes, monitor territory performance, and collaborate with internal teams to maximize revenue.

The role requires English proficiency, a Bachelor’s degree, and the ability to travel occasionally. You will use Salesforce to track activity and drive pricing proposals while contributing to market insights.

Qualifications

• Requires a Bachelor's degree or equivalent education and training.
• Two years of B2B sales experience preferred in financial services or insurance.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Self-motivation and ability to work independently.
• Proficiency with standard computer applications (Microsoft Office).
• Ability to travel, occasionally overnight.

Responsabilités

• Develop and maintain profitable business by making sales calls on insurance agents/brokers, agencies and companies.
• Build and maintain relationships with existing clients to expand loan volume.
• Manage assigned territory with guidance from a manager.
• Monitor local insurance trends and report to management.
• Monitor competitive environment and report to management.
• Analyze monthly reports to identify sales opportunities and reduce losses.
• Ensure revenue goals by analyzing profitability per relationship.
• Coordinate with marketing and operations to maximize opportunities.
• Utilize Salesforce.com to record activity and follow-up tasks.
• Develop pricing proposals and submit for approval.

Connaissances

B2B sales

Communication skills

Time management

Self-motivation

MS Office

Travel readiness

Formation

Bachelor's degree in Business or related field

Outils

Salesforce.com

Microsoft Office

Description du poste

The position is described below.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Call on existing clients within the small agency market segment to cultivate, retain and expand loan volume. Educate agency clients on systems and procedures. Gather data on competitors and monitor activity within the assigned territory. Assist internal departments, as needed. Promote Premium Finance (PF) at industry events.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards.
2. Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions.
3. Manage assigned territory with guidance from manager.
4. Monitor local insurance trends and report to management, as needed.
5. Monitor local competitive environment and report to management, as needed.
6. Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
7. Ensure revenue goals are met by analyzing profitability for each relationship.
8. Communicate with marketing staff and operational staff to maximize opportunities.
9. Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities.
10. Develop pricing proposals as needed and submit to management for approval.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business or related field, or equivalent education and related training.
2. Two years of business-to-business sales experience, preferably in financial services or insurance.
3. Excellent verbal and written communication skills.
4. Strong organizational and time management skills.
5. Self-motivated, independent worker.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
7. Ability to travel, occasionally overnight.

Preferred Qualifications:

1. Ability to interpret financial data.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work AFCO Direct is reshaping premium finance with innovative solutions.

Our goal is to ease administrative duties for agents, improve cash flow for insureds and provide easy-to-use technology for both.