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 in the Houston, TX area to support clients within the assigned sales territory.

Preferred 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

Qualifications

• High school graduate

Skills

Education Qualifications: High school graduate

Benefits

We are proud to support your health and fitness goals by providing gym membership subsidies. We also offer a comprehensive paid training program that will make you feel prepared and excited about your role.

Pay

Not specified

Schedule

Not specified