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IPFSPosted 1 month ago

Sales Executive

$90,000–$110,000 year

On-siteSan Francisco, California, United States

Full Time

Job Summary

Develop new business and manage existing relationships within an assigned geographic area through telemarketing, physical customer visits, online searches, and attending industry functions. Establish new IPFS contacts by cold calling, investigating leads, prospecting, and closing sales while onboarding and training new customers. Open and build relationships with prospective agencies and brokerages, increasing unit count, premium, and interest margin by protecting current accounts and adding new insurance agents to the IPFS portfolio. Conduct needs analyses for prospects and customers using the IPFS Sales process and Salesforce to effectively communicate technology and service offerings. Foster working relationships with IPFS Branch Managers and support Associates, including Account Executives. This remote position requires candidates to reside in the San Francisco, CA area.

Required Qualifications

  • College graduate
  • Ability to operate a company vehicle
  • Reside around the San Francisco, CA area

Desired Qualifications

  • 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

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