Prospecting: Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory. Attending Automotive industry events to promote Zurich’s sales and marketing initiatives.
Relationship Management: Building and maintaining strong relationships with both new and existing customers. Effectively communicating with internal and external stakeholders via various channels (in-person and virtual) to maintain solid relationships.
Closing: Managing and growing your assigned territory to achieve profitability and exceed sales targets.
Direct Sales: Conducting sales presentations either in-person or via Microsoft Teams.
Consulting: Collaborating with field team members to ensure seamless implementation of programs and products, while strengthening customer relationships.
Building market share: Working remotely in an entrepreneurial environment

Bachelor’s degree with 2+ years of experience in dealership finance or sales leadership, or
High school diploma/equivalent with 4+ years of experience in dealership finance or sales leadership.
Must reside within the required territory.
Ideal candidates have outside sales experience and advanced knowledge of the automotive industry, market trends, and competitors.
Extensive experience in retail automotive finance or senior sales management (e.g. GM, GSM, Finance Director, Finance Manager).
Experience in dealership training (1:1, classroom, virtual).
Proficiency in automotive and traditional software/technology.
Knowledge of insurance, reinsurance, and warranty claims processes and F&I products.
Ability to analyze financial statements.
Excellent presentation skills for both small and large groups.

Finance & Insurance Executive

Key skills