Sales Executive

About the role

The person serving in this role will be responsible for both developing new business and managing existing relationships. New opportunities can be acquired through a variety of strategies: telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals. Existing relationships may be transferred from existing books of business or from internally sourced referrals.

Responsibilities

• Establish new IPFS contacts to generate new business opportunities through cold calling, investigating leads, prospecting and closing sales while onboarding and training new Customers.
• Open and build new relationships with prospective agencies/brokerages located in the assigned territory.
• Increase unit count, premium and interest margin by protecting existing relationships and consistently adding new insurance agents to the IPFS portfolio of active customers.
• Conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce.
• Learn and effectively communicate IPFS technology and service offerings to drive conversion and development of relationships.
• Foster good working relationships with IPFS Branch Managers and support Associates, including a number of different Account Executives.

Requirements

• This is a remote position; however, candidates must reside around the San Francisco, CA area to support clients within the assigned sales territory.

Qualifications

• College graduate
• Ability to operate a company vehicle

Skills

• 2-3 years outside sales experience in the financial services/insurance related field or marketing experience within an insurance environment is a plus
• High degree of self-motivation, a self-starter and driven
• Excellent communication and presentation skills as well as sales/closing skills
• Leadership skills and confidence in own abilities
• Ability to earn trust with a wide variety of personality types
• Passion for selling and a strong set of personal goals for achievement
• Detailed-oriented and highly organized
• Outgoing and positive personality
• Strong computer skills, including Salesforce and Microsoft products

Benefits

We are proud to support your health and fitness goals by providing gym membership subsidies. We also offer a comprehensive paid training program to make you feel prepared and excited about your role. Our wellness program, WellWorks, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We also offer a 401(k) with a company match.

Pay

The salary range for this position is $90,000 to $110,000. If an offer is made, the pay rate determinations will take into account relevant market data and the applicant’s prior experience, education and other qualifications directly related to the position to ensure internal equity.