Strategic Growth Manager II

Truist; Virginia Beach (VA); Hybrid; USD 75,000 - 134,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Truist Wealth is seeking a seasoned sales professional to manage a portfolio of agency relationships across the small and middle-market segments. You will educate agency clients on Premium Finance products, deliver exceptional service, and grow loan volume while aligning with internal partners.

Responsibilities include maintaining profitable relationships, analyzing profitability, and driving revenue to meet targets.

Qualifications

• Bachelor's degree in Business or related field or equivalent education and training.
• Five 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.
• Ability to interpret financial data.
• Willingness to travel, occasionally overnight.

Responsibilities

• Develop and maintain profitable business by sales calls on agents, brokers, and carriers.
• Grow loan volume by strengthening existing client relationships and solving problems.
• Manage assigned territory independently.
• Monitor local insurance trends and advise management.
• Evaluate profitability of relationships and suggest changes.
• Coordinate with marketing and operations to maximize opportunities.
• Record sales activity in Salesforce and plan follow-ups.
• Develop pricing proposals for management approval.

Skills

Sales experience

B2B sales

Excellent communication

Organizational skills

Independent worker

Financial data interpretation

Education

Bachelor's degree in Business or related field

Tools

Salesforce.com

Microsoft Office

Job description

Manage and grow a portfolio of existing agency relationships within the small and middle-market segments by cultivating client partnerships, retaining business, and expanding premium finance loan volume. Serve as a trusted advisor by educating agency clients on products, systems, and processes while delivering exceptional service and support. Monitor competitive activity and market trends within the assigned territory to identify growth opportunities. Collaborate with internal business partners to support client needs and operational objectives. Represent the organization at industry events and actively promote Premium Finance solutions to strengthen brand awareness and drive new business opportunities.

The 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.

ESSENTIAL DUTIES AND 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 in order to maintain or expand loan volume by identifying problems and providing solutions.
• Manage assigned territory independently.
• Monitor local insurance trends and make strategic recommendations to management, as needed.
• Monitor local, competitive environments and make strategic recommendations 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 and recommending changes, as needed.
• Communicate with marketing staff and operational staff to maximize opportunities.
• Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities.
• 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.

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

Preferred Qualifications

• Ability to interpret financial data

Richmond, VA Pay Range Disclosure: The annual base salary for this position is $74,660.00 - $134,380.00.

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.