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Premium Finance Business Development Officer Full-time Job

5 months ago Sales & Services New York City   177 views
Job Details

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Develop new clients and call on existing clients within the small agency market segment to cultivate, retain and expand their 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 at industry events.

Job Location:

This position can be housed in the following cities and states:

  • New York, NY
  • White Plains, NY
  • Westchester, NY
  • Jersey City, NJ
  • Newark, NJ
  • Stanford, CT

Essential Duties and Responsibilities:

Following 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 new business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet Premium Finance 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 with guidance from manager.

4. Monitor local insurance trends and report to management as needed.

5. Monitor local competitive environment and report 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.

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.

Required Skills and Competencies:

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 training

2. Two years of business-to-business sales experience, preferably in financial services or insurance

3. Excellent verbal and written communication skills

4. Strong organizational and time management skills

5. Self-motivated, independent worker

6. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

7. Ability to travel, occasionally overnight

Desired Skills:

1. Ability to interpret financial data

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

Company Description
Truist Financial Careers and Employment