Imperial PFS

• responsible for both developing new business and managing existing relationships • acquiring new opportunities through a variety of strategies: telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals • transferring existing relationships from existing books of business or from internally sourced referrals • work within an assigned geographic area, finding and growing profitable relationships • establish new IPFS contacts to generate new business opportunities through cold calling, investigating leads, prospecting and closing sales while onboarding and training new Customers • open and build new relationships with prospective agencies/brokerages located in the assigned territory • increase unit count, premium and interest margin by protecting existing relationships and consistently adding new insurance agents to the IPFS portfolio of active customers • conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce • learn and effectively communicate IPFS technology and service offerings to drive conversion and development of relationships • foster good working relationships with IPFS Branch Managers and support Associates, including a number of different Account Executives

• Nurture profitable program entity relationships to value our premium finance services • Retain relationships in an assigned geographic region for existing and new business growth • Build relationships through personal calls and trade shows • Establish new contacts to generate business opportunities through cold calling and investigating leads • Conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce • Present the IPFS premium finance package and online training for qualified targets

• Establish new IPFS contacts to generate new business opportunities through cold calling, investigating leads, prospecting and closing sales while onboarding and training new Customers. • Build relationships with agencies/brokerages located in the assigned territory. • Increase unit count, premium and interest margin by protecting existing relationships and consistently adding new insurance agents to the IPFS portfolio of active customers. • Conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce. • Present the IPFS premium finance package and online training for the IPFS Quoting System and Account Info System to qualified targets. • Foster good working relationships with multiple IPFS Regional Managers and support Associates including a number of different Account Executives.

• The person serving in this role will be responsible for both developing new business and managing existing relationships. • New opportunities can be acquired thorough a variety of strategies: telemarketing, physical customer visits, online searches, attending insurance industry functions and referrals. • Existing relationships may be transferred from existing books of business or from internally sourced referrals. • Sales Executives work within an assigned geographic area, with the specific goal of finding and growing profitable relationships. • Establish new IPFS contacts to generate new business opportunities through cold calling, investigating leads, prospecting and closing sales while onboarding and training new Customers. • Open and build new relationships with prospective agencies/brokerages located in the assigned territory. • Increase unit count, premium and interest margin by protecting existing relationships and consistently adding new insurance agents to the IPFS portfolio of active customers. • Conduct needs analyses for prospects and Customers using the IPFS Sales process and Salesforce. • Learn and effectively communicate IPFS technology and service offerings to drive conversion and development of relationships. • Foster good working relationships with IPFS Branch Managers and support Associates, including a number of different Account Executives.