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.
Why this role matters
At P1 – A Division of Truliant we’re committed to helping businesses access the financial solutions they need to succeed. As a P1 Sales Executive, you’ll play a key role in growing our premium finance business by building strong client relationships, identifying new opportunities, and delivering solutions that meet customer needs. This is a great opportunity for someone who enjoys developing partnerships, driving business growth, and working in a fast-paced, relationship-focused environment.
What you’ll do
In this role, you’ll take ownership of business development efforts and help expand our presence within the insurance and lending industries.
Day to day, you'll:
- Identify and pursue new business opportunities with agencies, carriers, and general agents while building a healthy pipeline of prospective clients.
- Consult with clients to understand their needs, present premium finance solutions, negotiate agreements, and close new business opportunities.
Beyond that, you’ll collaborate with internal teams to support successful client onboarding, monitor industry trends and market opportunities, and provide sales forecasts and updates that help drive business performance.
What you bring
We’re looking for someone who combines strong relationship-building skills with a drive to achieve results and create positive client experiences.
Required Experience:
- Experience building business relationships and developing new sales opportunities in a professional sales environment.
- Experience presenting solutions, negotiating agreements, and managing opportunities through the sales cycle.
Required Skills:
- Excellent verbal and written communication skills.
- Strong relationship-building, negotiation, and closing abilities.
- Ability to manage multiple priorities, work independently, and meet goals in a fast-paced environment.
- Proficiency with Microsoft Office and CRM systems.
- Strong organizational skills, attention to detail, and sound judgment.
Education/Certifications:
- Associate's or Bachelor's degree in Business Administration, Finance, Insurance, or a related field.
You should also be comfortable adapting to changing priorities, learning new products and processes, and working collaboratively across teams.
What sets you apart
You don't need to check every box, but these qualifications can help you stand out:
- Experience meeting or exceeding sales targets in the finance industry.
- Knowledge of premium finance products, services, or the insurance industry.
- Experience working with agencies, carriers, general agents, or other insurance-related organizations.
- Demonstrated success developing new business through prospecting and lead generation.
What you’ll get
At P1 – A Division of Trutiant, you'll have the opportunity to grow your career while making a meaningful impact on our members and business partners. We offer a supportive team environment, opportunities for professional development, and the chance to work alongside talented colleagues who are committed to collaboration, innovation, and exceptional service.
Ready to apply?
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
- Experience building business relationships and developing new sales opportunities in a professional sales environment
- Experience presenting solutions, negotiating agreements, and managing opportunities through the sales cycle
- Excellent verbal and written communication skills
- Strong relationship-building, negotiation, and closing abilities
- Ability to manage multiple priorities, work independently, and meet goals in a fast-paced environment
- Proficiency with Microsoft Office and CRM systems
- Strong organizational skills, attention to detail, and sound judgment
- Associate's or bachelor's degree in business administration, finance, insurance, or a related field
- Experience meeting or exceeding sales targets in the finance industry
- Knowledge of premium finance products, services, or the insurance industry
- Experience working with agencies, carriers, general agents, or other insurance-related organizations
- Demonstrated success developing new business through prospecting and lead generation
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.
