Strategic Growth Manager

Truist

. Manage and grow a portfolio of existing agency relationships within the small and middle-market segments .

Posted 9/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $74,660 - $134,380 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing agency relationships and driving premium finance solutions within the small and middle-market segments. Proficient in analyzing financial data and market trends to identify growth opportunities while delivering exceptional client service.

Highest-signal resume keywords

Business-To-Business Sales ExperiencePremium Finance SolutionsSalesforce.com ProficiencyFinancial Data InterpretationClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisSales Strategy DevelopmentMarket Trend AnalysisPricing Proposal DevelopmentPortfolio Management

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsTime ManagementSelf-MotivatedIndependent Worker

Tools & Technologies

Salesforce.comMicrosoft Office

Industry Keywords

InsuranceFinancial ServicesAgency RelationshipsPremium FinanceBusiness Development

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Manage and grow a portfolio of existing agency relationships within the small and middle-market segments
Cultivate client partnerships, retain business, and expand premium finance loan volume
Educate agency clients on products, systems, and processes
Deliver exceptional service and support
Monitor competitive activity and market trends within the assigned territory to identify growth opportunities
Collaborate with internal business partners to support client needs and operational objectives
Represent the organization at industry events
Promote Premium Finance solutions to strengthen brand awareness and drive new business opportunities
Develop and maintain profitable business through sales calls on insurance agents, brokers, insurance companies, and general agencies
Manage assigned territory independently
Analyze insurance trends, competitive environments, and monthly reports
Ensure revenue goals are met by analyzing relationship profitability
Communicate with marketing and operational staff
Use Salesforce.com to record sales activity and create follow-up activities
Develop pricing proposals and submit them to management for approval

Requirements

What you’ll need

Bachelor's degree in Business or related field, or equivalent education and related training
Five years of business-to-business sales experience, preferably in financial services or insurance
Excellent verbal and written communication skills
Strong organizational and time management skills
Self-motivated, independent worker
Ability to interpret financial data
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Required English language fluency
Must be eligible to work in the United States of America

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year of employment
10 sick days during the first year of employment
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)