P1 - Sales Executive
About the role
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.
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.
Responsibilities
In this role, you’ll take ownership of business development efforts and help expand our presence within the insurance and lending industries.
- 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.
- 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.
Requirements
- 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.
Qualifications
- 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.