responsible for both developing new business and managing existing relationships
acquiring new opportunities through a variety of strategies: telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals
transferring existing relationships from existing books of business or from internally sourced referrals
work within an assigned geographic area, finding and growing profitable relationships
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

2-3 years outside sales experience in the financial services/ insurance related field or marketing experience within an insurance environment
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
College graduate
Ability to operate a company vehicle

Sales Executive

Key skills