Offer summary
Qualifications:
Minimum 5 years production-based sales experience, Bachelor's degree in business or marketing, Proficiency with MS Office and CRM tools, Strong background in Lending or Financial Advisory, Emphasis on client service.
Key responsabilities:
- Source and develop insurance premium finance opportunities
- Develop personal sales/marketing plan with EVP
- Maintain information on market trends and data analytics
- Travel up to 50% for relationship development
- Attend industry meetings and assist with marketing materials