Sales Executive

Job Summary

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. Sales Executives work within an assigned geographic area, with the specific goal of finding and growing profitable relationships.

Key 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.

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
• Detailed-oriented and highly organized
• Outgoing and positive personality
• Strong computer skills, including Salesforce and Microsoft products

Education Qualifications

• A high school graduate