• Speak with clients over the phone or Zoom • Help families choose life insurance coverage that fits their needs • Work both warm inbound leads and Warm Lead leads - No Cold Calling • Track activity and stay consistent with daily production • Attend training and improve your sales skills

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.

• Shape and execute growth strategy by identifying target markets, priority audiences, and scalable growth opportunities • Build talented teams and client portfolios by leveraging firmwide resources across markets to drive growth strategies • Own and direct multi-practice projects, setting strategic direction and ensuring seamless execution across regions

• Making outbound calls to business decision-makers every day • Learning and applying our call framework and objection handling techniques • Connecting qualified prospects with our inside sales team through warm live introductions or scheduled appointments • Keeping your activity and contact notes accurate and up to date