[Hiring] Strategic Growth Manager I @Truist

Role Description

Call on existing clients within the small agency market segment to cultivate, retain and expand 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 (PF) at industry events.

• Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards.
• Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions.
• Manage assigned territory with guidance from manager.
• Monitor local insurance trends and report to management, as needed.
• Monitor local competitive environment and report to management, as needed.
• Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
• Ensure revenue goals are met by analyzing profitability for each relationship.
• Communicate with marketing staff and operational staff to maximize opportunities.
• Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities.
• Develop pricing proposals as needed and submit to management for approval.

Qualifications

• Bachelor's degree in Business or related field, or equivalent education and related training.
• Two years of business-to-business sales experience, preferably in financial services or insurance.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Self-motivated, independent worker.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel, occasionally overnight.

Requirements

• Ability to interpret financial data.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment.
• 10 sick days (also prorated) and paid holidays.
• Eligibility for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan based on position and division.