AFCO Direct

Growth Marketing

• Call on existing clients within both the small and intermediate agency market segments to cultivate, retain and expand loan volume.
• Educate agency clients on systems and procedures.
• Gather data on competitors and monitor activity within the assigned territory.
• Assist internal departments, as needed.
• Promote Premium Finance (PF) at industry events.
• Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies, and general agencies that meet PF standards.
• Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions.
• Manage assigned territory independently.
• Monitor local insurance trends and make strategic recommendations to management, as needed.
• Monitor local, competitive environments and make strategic recommendations to management, as needed.
• Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
• Ensure revenue goals are met by analyzing profitability for each relationship and recommending changes, as needed.
• Communicate with marketing staff and operational staff to maximize opportunities.
• Utilize Salesforce.com to record sales activity, meaningful information about sales calls and create follow-up activities.
• Develop pricing proposals, as needed, and submit to management for approval.

Strategic Growth Manager