Account Executive – Regions
TruStage
full-time
Posted on:
Location Type: Office
Location: New York City • Connecticut, Massachusetts, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $77,500 - $129,100 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the key point of contact with assigned credit unions
- Continually enhancing and building upon overall business relationship
- Gather detailed information about accounts, analyze and prioritize information resulting in the development of sales strategies
- Lead cross-discipline sales account teams to establish, implement, and monitor a service level agreement
- Manage performance - to - sales plan and territory plans using metrics and scorecards
- Develop and deliver proposals; forecast and report on sales activity
- Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities
- Develop and maintain an understanding of diverse financial services markets
- Continue to develop sales, business and leadership competencies
- Conduct self in a manner consistent with established policies and procedures of ethical market conduct and integrity
Requirements
- Bachelor's degree in Marketing, Business Administration, Insurance or equivalent work experience
- Minimum of 5 years of successful sales experience, preferably within the financial services industry
- Strong sales aptitude and proven track record of success
- Demonstrated knowledge of TruStage products and services, with in-depth understanding of the customers, business, industry, and market preferred
- Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills
- Ability to comprehend and follow complex processes, with aptitude for continuous improvement
- Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills
- Demonstrated ability to integrate computer technology into sales processes
- Demonstrated strong collaboration and teamwork abilities
- Demonstrated ability to effectively build business relationships with internal and external clients
- Proven experience in developing strategies which will improve competitive position
- Demonstrated ability to deliver effective presentations
- Life and Health Insurance License and P&C License (both resident and non-resident immediately upon or 90 days after employment)
- Up to 75% travel required
Benefits
- medical, dental, vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
- annual incentive (bonus) plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategiesperformance metricssales forecastingproposal developmentrelationship buildingproject planningprocess comprehensioncontinuous improvementpresentation skillscompetitive strategy development
Soft skills
communication skillsinterpersonal skillsproblem-solving skillscustomer service skillsorganizational skillscollaborationteamworkleadership competenciesrelationship managementtime management
Certifications
Bachelor's degree in MarketingBachelor's degree in Business AdministrationLife and Health Insurance LicenseP&C License