Teams at Truliant Federal Credit Union

Provide holistic financial advice to credit union members: identify goals, recommend securities and insurance, manage portfolios, meet revenue and assets-under-management targets, generate appointments, follow compliance and broker-dealer policies, and maintain ongoing member relationships.

Responsible for generating and closing business with agencies, carriers, and general agents by prospecting, building relationships, presenting premium finance solutions, negotiating contracts, and meeting sales targets while coordinating onboarding with internal teams.

Sell premium finance solutions by prospecting agencies, carriers, and agents; build relationships with decision-makers; develop proposals, negotiate contracts, close deals; maintain pipeline, collaborate with internal teams, and provide sales forecasts and reports.