Strategic Sales Executive – Financial Services

First National Insurance Agency, L L C; Raleigh (NC); Presencial; USD 55.000 - 90.000; Jornada completa

Descripción de la vacante

FIRST NATIONAL INSURANCE AGENCY, L L C seeks a Sales Executive to drive new business and renewals from Raleigh clients. You will build a sales pipeline, cross-sell within the book of business, and partner with bank teams to identify financial service solutions for customers.

The role emphasizes meeting sales goals, maintaining client relationships, and staying current with policy changes and compliance. Strong communication and organizational skills are essential.

Formación

• BA or BS degree required.
• 3+ years of experience.
• Applicable industry insurance licenses.

Responsabilidades

• Meet or exceed annual sales production goals for new and existing clients.
• Collaborate with Customer Service to renew business and meet retention targets.
• Attend seminars and complete continuing education requirements.
• Maintain up-to-date knowledge of processes and coverage changes.
• Adhere to risk management and regulatory compliance policies.

Conocimientos

Project management

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Customer service

Computer skills

Word

Excel

PowerPoint

Office systems

Educación

Bachelor's degree

Descripción del empleo

FIRST NATIONAL INSURANCE AGENCY, L L C seeks a Sales Executive to drive new business and renewals from Raleigh clients. You will build a sales pipeline, cross-sell within the book of business, and partner with bank teams to identify financial service solutions for customers.

The role emphasizes meeting sales goals, maintaining client relationships, and staying current with policy changes and compliance. Strong communication and organizational skills are essential.