Strategic Growth Manager I

Truist Financial
Atlanta
Workplace: RemoteFull timeFunction: Marketing & GrowthEducation: bachelorsSkills: ["Communication","Organizational skills","Time management","Self-motivation"]

Drive loan growth in the small agency market by making sales calls to insurance agents, brokers, and agencies that meet Premium Finance standards. Build and maintain relationships to retain and expand volume, monitor territory trends and competitor activity, and analyze monthly reports to identify opportunities and reduce lost volume. Use Salesforce.com to log activity, develop pricing proposals, and support internal teams and industry events to promote Premium Finance.

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Truist Financial
Truist Financial
4 days ago

Strategic Growth Manager I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Drive loan growth in the small agency market by making sales calls to insurance agents, brokers, and agencies that meet Premium Finance standards. Build and maintain relationships to retain and expand volume, monitor territory trends and competitor activity, and analyze monthly reports to identify opportunities and reduce lost volume. Use Salesforce.com to log activity, develop pricing proposals, and support internal teams and industry events to promote Premium Finance.
Location: Atlanta
Workplace: Remote
Employment Type: Full time
Job Function: Marketing & Growth

Key Responsibilities

  • •Develop and maintain profitable business by making sales calls to insurance agents/brokers, insurance companies, and general agencies that meet Premium Finance standards.
  • •Build and maintain relationships with existing clients to maintain or expand loan volume by identifying problems and providing solutions.
  • •Manage the assigned territory with guidance from a manager.
  • •Monitor local insurance trends and competitive activity within the assigned territory and report to management as needed.
  • •Use Salesforce.com to record sales activity, key details from sales calls, and create follow-up activities, including developing pricing proposals for approval.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree in Business or a related field, or equivalent education and related training.
  • •Two 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.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office software products.
Experience:Financial servicesInsurance
Education:Bachelor's
Skills:CommunicationOrganizational skillsTime managementSelf-motivation
Languages:English
Tech Stack:Salesforce.comMicrosoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn