AFCO Direct

Role Description 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. Qualifications - 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. Requirements - Ability to interpret financial data. Benefits - Medical, dental, vision, life insurance, disability, accidental death and dismemberment. - Tax-preferred savings accounts and a 401k plan. - No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment. - 10 sick days (also prorated) and paid holidays. - Depending on the position and division, eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Role Description Partner with business stakeholders to balance demand and helps to refine the strategic change and technology roadmap supporting the business goals and vision. Partner with a cross section of Premium Finance, Technology, and other support partners to maximize value within delivery of the strategic change and technology roadmap. Requires strategic and tactical level skills to ensure an effective, holistic solution is delivered to market. Responsible for the intent of the assigned backlog, while serving as customer proxy, working closely with Agile teams and the business unit to identify areas for improvement, refine features, partner with technical leads/scrum teams to ensure the solution effectively addresses priorities - while maintaining technical integrity and overseeing tactical execution of efforts. Serve as a thought leader in developing complex change and technology projects to market. Essential Duties and Responsibilities - May assume broad responsibility for components of a complex initiative, provide the direction or vision for a group of scrum teams related to their business solution, and/or be called upon to solve highly complex problems. - Coordinate with Scrum Master(s) to drive program increment (PI) planning, sprint planning, and other Agile ceremonies ensuring alignment to larger strategic change and technology road map priorities and vision. - Align with Business Leaders to clearly articulate business strategy and prioritization to the change and technology teams. - Collaborate and engage key stakeholders, including business partners, technology, and other support areas in the planning and execution of projects. - Author and maintain the team's backlog serving as a subject matter expert on features, user stories, and capabilities. - Assist in obtaining partner alignment and approvals including legal, compliance, finance, marketing, and others, as needed. - Work with process design, user acceptance testing (UAT)/training, marketing/communications, demand intake, and other partners to support the identification, prioritization, and management of efforts. - Serve as key resource to technology and other support teams to answer questions, provide clarification, and triage issues in support of the development and change lifecycle. Qualifications - Eight years of banking, financial services or other relevant experience - Five years of change management experience - Five years of leading and or participating in cross functional teams, preferably with a strong background in technology changes - Experience with premium finance or insurance businesses - Previous experience working in an Agile environment - Experience defining and delivering concurrent large-scale business initiatives to execute on a strategic change and technology roadmap, including stakeholder management and backlog prioritization/refinement - Proven ability to translate strategic plans into tactical daily actions for execution - Proven ability to lead cross-functional teams without formal authority - Comfortable with ambiguity, leading working autonomously and making independent decisions in a fast paced, results driven environment - Experience in roles requiring strong communication, negotiation, and interpersonal skills as well as the creation of succinct executive-level presentations to explain and sell plans/vision Preferred Qualifications - Certified SAFe Agilist (or equivalent) Benefits - Medical, dental, vision, life insurance, disability, accidental death and dismemberment - Tax-preferred savings accounts - 401k plan - No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment - 10 sick days (also prorated) - Paid holidays - Potential eligibility for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan