Sales Executive

🕒 July 2

🏄 California – Remote

🏄 California – Remote

💵 $90k - $110k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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Imperial PFS

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1977

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Imperial PFS is a provider of premium financing and payments solutions for the insurance industry, offering a technology platform and support to help agencies, carriers, wholesalers, and policyholders manage payments, avoid cancellations, and accelerate commissions. The company combines fintech capabilities (integrations with AMS/CRM/carriers, a client dashboard, mobile app, e-forms and eSignatures) with dedicated service teams, and has operated regionally across the U. S. , Puerto Rico, and Canada since 1977. Imperial PFS focuses on streamlining premium finance workflows, improving retention, and enabling flexible payment options for insurance partners.

📋 Description

• responsible for both developing new business and managing existing relationships • acquiring new opportunities through a variety of strategies: telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals • transferring existing relationships from existing books of business or from internally sourced referrals • work within an assigned geographic area, finding and growing profitable relationships • establish new IPFS contacts to generate new business opportunities through cold calling, investigating leads, prospecting and closing sales while onboarding and training new Customers • open and build new relationships with prospective 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 • learn and effectively communicate IPFS technology and service offerings to drive conversion and development of relationships • foster good working relationships with IPFS Branch Managers and support Associates, including a number of different Account Executives

🎯 Requirements

• 2-3 years outside sales experience in the financial services/ insurance related field or marketing experience within an insurance environment • High degree of self-motivation, a self-starter and driven • Excellent communication and presentation skills as well as sales/closing skills • Leadership skills and confidence in own abilities • Ability to earn trust with a wide variety of personality types • Passion for selling and a strong set of personal goals for achievement • Detailed-oriented and highly organized • Outgoing and positive personality • Strong computer skills, including Salesforce and Microsoft products • College graduate • Ability to operate a company vehicle

🏖️ Benefits

• parking and commuter benefits programs • comprehensive paid training program • wellness program • Employee Assistance Program • gym membership subsidies • 401(k) with a company match • medical insurance • prescription insurance • dental insurance • voluntary vision insurance • voluntary life/dependent life insurance • group term life insurance • AD&D insurance • paid time off including vacation and sick time • paid holidays