AFCO Direct Strategic Growth Manager
Source: Himalayas
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This role focuses on cultivating and expanding loan volume by managing relationships with existing clients in the small and intermediate agency market. Key requirements include independent territory management, competitor analysis, and strategic recommendation to management, offering an opportunity to drive growth within the premium finance sector.
Job Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Call on existing clients within both the small and intermediate agency market segments 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 RESPONSIBILITIESFollowing 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 independently.4. Monitor local insurance trends and make strategic recommendations to management, as needed.5. Monitor local, competitive environments and make strategic recommendations 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 and recommending changes, as needed.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.QUALIFICATIONSRequired 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 training2. Five years of business-to-business sales experience, preferably in financial services or insurance3. Excellent verbal and written communication skills4. Strong organizational and time management skills5. Self-motivated, independent worker6. Ability to interpret financial data7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products8. Ability to travel, occasionally overnightPreferred Qualifications:1. Ability to interpret financial dataGeneral 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 LawE-VerifyIER Right to WorkOriginally posted on Himalayas
Full Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Call on existing clients within both the small and intermediate agency market segments 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 RESPONSIBILITIESFollowing 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 independently.4. Monitor local insurance trends and make strategic recommendations to management, as needed.5. Monitor local, competitive environments and make strategic recommendations 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 and recommending changes, as needed.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.QUALIFICATIONSRequired 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 training2. Five years of business-to-business sales experience, preferably in financial services or insurance3. Excellent verbal and written communication skills4. Strong organizational and time management skills5. Self-motivated, independent worker6. Ability to interpret financial data7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products8. Ability to travel, occasionally overnightPreferred Qualifications:1. Ability to interpret financial dataGeneral 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 LawE-VerifyIER Right to WorkOriginally posted on Himalayas