Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
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 company.
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.
Presents and promotes our 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 (includes standard language that can be modified as needed)
Must have excellent communication skills in English, both verbal and written
Must have basic knowledge of Microsoft Office
Must have ability to understand all business processes within the credit union
Must be resourceful and well organized, with strong attention to detail
Must have good reasoning abilities and sound judgment
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Strong understanding of premium finance products, services, and the insurance industry.
Must have exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
Must be highly motivated self-starter with a results-driven mindset and the ability to work independently.
Must have excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure.
Must have the ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines.
Must be proficient in using CRM software and other sales tools to track and manage leads and opportunities.
Should become knowledgeable of P1 Finance’s best practices, policies, and procedures while demonstrating a strong commitment to providing excellent service to Truliant’s members.
Physical Requirements (includes standard language; add travel requirements if needed)
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Willing to travel as required for client meetings and industry events
Education and Background
Associate’s or Bachelor's degree in Business Administration, Finance, Insurance or related field required
A proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors preferred
Location
This is a work from home position but candidate must have the ability to make in person visits to agencies on a frequent basis.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account
Skills Required
- Excellent verbal and written communication skills in English
- Basic knowledge of Microsoft Office
- Ability to understand all business processes within the credit union
- Resourceful, well organized, with strong attention to detail
- Good reasoning abilities and sound judgment
- Ability to work in a general office environment
- Flexible and able to shift resources and priorities as required
- Strong understanding of premium finance products, services, and the insurance industry
- Exceptional interpersonal skills with ability to build rapport and trust with clients
- Highly motivated self-starter with results-driven mindset and ability to work independently
- Excellent negotiation and closing skills
- Ability to multitask, manage time effectively, and meet deadlines
- Proficiency using CRM software and other sales tools
- Associate's or Bachelor's degree in Business Administration, Finance, Insurance or related field
- Proven track record of achieving and exceeding sales targets in finance (preferably premium finance)
- Willingness and ability to frequently visit agencies in person
What We Do
Founded in 1952, Truliant Federal Credit Union is a member-owned, not-for-profit financial institution headquartered in Winston-Salem, NC. Its mission is to improve lives by putting members first, providing great service and straightforward financial solutions. Truliant serves over 300,000 members across the Carolinas and Virginia with more than $5 billion in assets.
