• 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.

• Develop and execute a strategic sales plan for assigned target market to achieve quarterly and annual sales quota set forth by the company • Constantly establish and cultivate relationships with prospective and existing customers, supplement demand generation activities with personal rolodex and prospect contacts • Secure and attend meetings with prospective customers to gain information pertaining to their business needs and current environment, develop sales messaging and conduct client presentations to C-level executives, qualify opportunities • Shape the future project scope for prospective clients, establish optimal company solutions and corresponding cost estimates • Select the best of breed partners with the best-fit solutions to tailor how VIP responds to RFPs, secure new business, and most effectively deliver to clients business needs • Lead the capture and proposal process in conjunction with the proposal team to ensure compelling and compliant bids are submitted • Represent VIP at trade shows, conferences and events • Work to achieve and exceed annual quota goals • Actively manage prospects, opportunities, and territory pipeline leveraging SFDC CRM • Stay current with new product knowledge, technology, services, and industry developments • Expand defined service and product areas into newly defined geographies and business domains • Maintain and communicate plans and reports regarding sales activities on a regular basis

• Own inbound leads from first contact to closed deal • Follow up fast, follow up smart, and follow up consistently • Run Zoom calls, qualify customers, understand needs, recommend solutions, and close • Keep your pipeline clean • Move deals forward creatively • Proactively identify and reach out to potential business customers • Run outbound via email, LinkedIn, calls, and creative experiments • Qualify outbound leads and turn them into real sales opportunities • Book meetings and close smaller deals or hand off larger ones smoothly • Continuously improve messaging, targeting, and sequences • Help shape early sales processes, playbooks, and tools • Give feedback on what’s broken and what’s working