P1 Finance - Sales Executive - Florida

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the company.

Requirements

• Identifies and pursues new business opportunities from Agencies, Carriers, and General Agents.
• Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities.
• Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries.
• Presents and promotes our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly.
• Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients.
• Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives.
• Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge.
• Provides timely and accurate sales reports, forecasts, and updates to management.
• Assists with other tasks and projects as assigned.

Benefits

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account