Strategic Growth Manager

AFCO Direct

Strategic Growth Manager responsible for expanding loan volume and educating agency clients on systems and procedures. Develop relationships and monitor competitive landscapes within assigned territory.

Posted 7/3/2026full-timeDenver • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $82,130 - $147,820 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business-to-business sales within the financial services or insurance sectors, with a strong ability to analyze financial data and develop strategic recommendations. Proficient in relationship management and utilizing Salesforce.com for sales tracking and reporting.

Highest-signal resume keywords

Business-To-Business Sales ExperienceFinancial Data InterpretationSalesforce.com ProficiencyRelationship ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisSales Strategy DevelopmentPricing Proposal DevelopmentData AnalysisSales Reporting

Soft Skills

Strong Organizational SkillsTime ManagementSelf-MotivatedProblem Solving

Tools & Technologies

Salesforce.comMicrosoft Office

Industry Keywords

Premium FinanceInsurance AgentsInsurance BrokersLoan Volume ExpansionMarket Analysis

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree in business or related field, or equivalent education and related training
Up to Five 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
Self-motivated, independent worker
Ability to interpret financial data
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
vacation (no less than 10 days)
sick days (10 days)