Finance Sales Executive

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.

• 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

• Assists with other tasks and projects as assigned

• 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

• 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

• 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

• Work-from-home position with the ability to make frequent in-person visits to agencies