Strategic Growth Manager I

Crump Life Insurance Svcs Inc; Atlanta (GA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation & holidays

Job summary

Crump Life Insurance Svcs Inc. seeks a sales professional to call on insurance agents and brokers, educate clients on Premium Finance, and expand loan volumes within an assigned territory. The role includes data gathering, competitive monitoring, and collaboration with internal teams to maximize revenue opportunities.

The candidate will use Salesforce to track activities and develop pricing proposals for management approval, with occasional travel to industry events and client sites.

Qualifications

• Bachelor's degree in Business or related field or equivalent education and training
• Two years of B2B sales experience, preferably in financial services or insurance
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Self-motivated, independent worker
• Proficiency in basic computer applications, such as Microsoft Office
• Ability to travel, occasionally overnight

Responsibilities

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

Skills

Verbal and written communication

Organizational skills

Time management

Self-motivation

Office software (Microsoft Office)

Education

Bachelor's degree in Business or related field

Tools

Salesforce.com

Job description

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
2. Ability to travel, occasionally overnight

Benefits

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 About Truist Truist is a purpose‑driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high‑growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.