Sales Executive - INSA

Primary office location: 401 S Graham St, Charlotte, North Carolina 28202.

About the role

This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources, and carries the agency’s reputation and professional manner of conducting business into dealings with clients, agency personnel, and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.

Responsibilities

• Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business (New Business Sales).
• Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals (Retention).
• Participates in seminars and classes for skill and knowledge development and meets continuing education requirements.
• Maintains a current level of functional working knowledge on processes and coverage changes.
• Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry (Self Development).
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
• Compliance with regulatory laws and company procedures is a required component of this role.

Requirements

• BA or BS degree.
• Minimum of 3 years of relevant experience.
• Applicable industry insurance licenses.

Skills

• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical, and interpersonal skills.
• Excellent customer service skills.
• Proficiency with job-related software:
  • MS Word – Basic Level.
  • MS Excel – Intermediate Level.
  • MS PowerPoint – Basic Level.
• Experience with ITI, TAM, and office systems preferred.