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Sales Executive
Imperial PFS. Nurture profitable program entity relationships and deliver premium finance services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and nurturing relationships within the financial services and insurance sectors, with a strong focus on sales processes and customer onboarding. Proficient in utilizing Salesforce for needs analysis and training clients on finance service systems.
Highest-signal resume keywords
Financial Services ExperienceInsurance Sales ProcessSalesforce ProficiencyCustomer OnboardingRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AnalysisSales ProspectingCold CallingClosing SalesPremium Finance Services
Soft Skills
Relationship BuildingCommunicationTrainingNegotiation
Tools & Technologies
SalesforceIPFS Quoting SystemAccount Info System
Industry Keywords
InsuranceFinancial ServicesSales TerritoryCustomer PortfolioTrade Shows
Tech Stack
Tools & technologiesIPFS
About the role
Key responsibilities & impact- Nurture profitable program entity relationships and deliver premium finance services
- Retain relationships in an assigned geographic region to maintain existing business and grow new and organic business
- Build and grow relationships through personal calls, trade shows, and other insurance-related organizations
- Establish new IPFS contacts through cold calling, investigating leads, prospecting, and closing sales
- Onboard and train new Customers
- Build relationships with agencies and brokerages in the assigned territory
- Increase unit count, premium, and interest margin by protecting existing relationships and adding new insurance agents to the active customer portfolio
- Conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce
- Present the IPFS premium finance package and provide online training for the IPFS Quoting System and Account Info System
- Foster working relationships with IPFS Regional Managers, support Associates, and Account Executives
Requirements
What you’ll need- 2–3 years of experience in the financial services/insurance-related field or marketing experience within an insurance environment
- Ability to operate a company vehicle
- College graduate or equivalent experience
- Candidates must reside in the Los Angeles, California area to support clients within the assigned sales territory
Benefits
Comp & perks- Comprehensive paid training program
- WellWorks wellness program
- Employee Assistance Program for confidential support
- Gym membership subsidies
- 401(k) with a company match
- Company lunches
- Corporate outings
- Occasional ice cream truck
- Medical insurance
- Prescription insurance
- Dental insurance
- Vision insurance
- Voluntary life/dependent life insurance
- Group term life insurance
- AD&D insurance
- Paid time off, including vacation and sick time
- Paid holidays