What are the responsibilities and job description for the Associate Sales Executive position at Imperial PFS?
You’re legendary. We’re hiring. Let’s talk!
Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 650 Associates and 30 locations across the United States, Puerto Rico, and Canada.
Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”
How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.
For Our Associates
- At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
- Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
- Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer gym membership subsidies to support your health and fitness goals.
- Preparing for your future: Imperial PFS offers a 401(k) with a company match
- Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
- Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.
JOB SUMMARY:
A successful Associate Sales Executive will help to nurture profitable program entity relationships such that Customers value our premium finance services and we achieve superior, sustainable financial returns. The Associate Sales Executive will be responsible for retaining relationships in an assigned geographic region for the purpose of maintaining existing business and growing new and organic business. The person serving in this role will build and grow strong relationships through personal calls as well as contacts established at trade shows and through other insurance related organizations.
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.
- Build relationships with 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.
- Present the IPFS premium finance package and online training for the IPFS Quoting System and Account Info System to qualified targets.
- Foster good working relationships with multiple IPFS Regional Managers and support Associates including a number of different Account Executives.
- *Remote position but must be located around the Philadelphia, South Jersey or Wilmington area (or willing to relocate) to be able to serve clients.*
PREFERRED SKILLS:
- 2-3 years of experience in the financial services/insurance related field or marketing experience within an insurance environment
- High degree of self-motivation
- Excellent communication and presentation skills as well as sales/closing skills
- Ability to earn trust with a wide variety of personality types
- Leadership skills
- Detailed-oriented and highly organized
EDUCATION QUALIFICATIONS:
College graduate or equivalent experience
