Premium Finance Sales Executive Southeast
The James Allen Companies Inc, Florida, NY, United States
Purpose of the Job
This Sales Executive is responsible for establishing strong business relationships with clients, identifying sales opportunities, developing sales strategies, delivering compelling presentations, negotiating contracts, and closing deals. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the organization.
Essential Functions and Responsibilities
Identifies and pursues new business opportunities from agencies, carriers, and general agents
Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities
Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries
Present and promotes premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly
Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients
Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives
Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge
Provides timely and accurate sales reports, forecasts, and updates to management
Other Duties and Responsibilities
Assists with other tasks and projects as assigned
Knowledge, Skills, and Abilities
Excellent communication skills, both verbal and written
Basic knowledge of Microsoft Office
Ability to understand business processes within a financial services environment
Resourceful, well organized, and detail-oriented
Strong reasoning abilities and sound judgment
Ability to work in a general office environment
Flexibility to shift priorities as needed
Strong understanding of premium finance products, services, and the insurance industry
Exceptional interpersonal skills with the ability to build rapport and establish trust with clients
Highly motivated self-starter with a results-driven mindset and ability to work independently
Strong negotiation and closing skills, with the ability to handle objections and drive deals to completion
Ability to multitask and manage time effectively while meeting deadlines
Proficiency in CRM software and other sales tools to track and manage leads and opportunities
Strong commitment to best practices, policies, and delivering excellent client service
Physical Requirements
Occasional standing, walking, bending, and stooping
Ability to sit at a desk for extended periods and use a computer
Ability to lift up to 5 pounds regularly and up to 10 pounds occasionally
Willingness to travel as needed for client meetings and industry events
Education and Background
Associate’s or Bachelor’s degree in Business Administration, Finance, Insurance, or related field required
Proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors
Location
Work-from-home position with the ability to make frequent in-person visits to agencies
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Essential Functions and Responsibilities
Identifies and pursues new business opportunities from agencies, carriers, and general agents
Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities
Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries
Present and promotes premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly
Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients
Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives
Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge
Provides timely and accurate sales reports, forecasts, and updates to management
Other Duties and Responsibilities
Assists with other tasks and projects as assigned
Knowledge, Skills, and Abilities
Excellent communication skills, both verbal and written
Basic knowledge of Microsoft Office
Ability to understand business processes within a financial services environment
Resourceful, well organized, and detail-oriented
Strong reasoning abilities and sound judgment
Ability to work in a general office environment
Flexibility to shift priorities as needed
Strong understanding of premium finance products, services, and the insurance industry
Exceptional interpersonal skills with the ability to build rapport and establish trust with clients
Highly motivated self-starter with a results-driven mindset and ability to work independently
Strong negotiation and closing skills, with the ability to handle objections and drive deals to completion
Ability to multitask and manage time effectively while meeting deadlines
Proficiency in CRM software and other sales tools to track and manage leads and opportunities
Strong commitment to best practices, policies, and delivering excellent client service
Physical Requirements
Occasional standing, walking, bending, and stooping
Ability to sit at a desk for extended periods and use a computer
Ability to lift up to 5 pounds regularly and up to 10 pounds occasionally
Willingness to travel as needed for client meetings and industry events
Education and Background
Associate’s or Bachelor’s degree in Business Administration, Finance, Insurance, or related field required
Proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors
Location
Work-from-home position with the ability to make frequent in-person visits to agencies
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