Financial Planning and Analysis

• Responsible for developing new business opportunities through telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals.
• Cold calling, identifying prospects, closing sales and onboarding and training new customers.
• Building relationships with prospective agency/brokerages located in the assigned territory.
• Increase unit count, premium and interest margin by protecting existing relationships and consistently adding new agents.
• Conducting a needs-analysis for customers and prospects, and present the USPF premium finance package and online training of the USPF Quoting System and Account Info System to qualified targets.
• Must be a self-starter, with adequate amounts of empathy, persuasiveness, and self-assertion.
• Foster good working relationships with USPF operations and credit teams, as well as a number of different Account Executives.

Premium Finance Sales and Marketing – Established Book of Business

Senior Enterprise Financial Risk Capital Risk Specialist

Senior Manager – Financial Markets, CMBS Securitization

Associate Director, Structured Finance – CMBS Data Centers

Senior Operations Finance Analyst

Portfolio Manager, UHNW Team, Vice President