Note: The job is a remote job and is open to candidates in USA. Truist hires an Account Executive to build client relationships and evaluate, underwrite, price, and deliver premium finance loan commitments to agent and broker clients. The role also develops financing opportunities, coordinates loan document review and funding, and reports on territory sales and portfolio performance.
Responsibilities
- Perform quoting, underwriting, price negotiation and telemarketing efforts for assigned geographic territory. Ensure all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics
- Responsible for building and developing solid agent client relationship via timely delivery of quotes, contracts and other information as requested or required by retail agent clients
- Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship- level sales data via Contact Relationship Management (CRM) software
- Report any lost quote opportunities and marketing intelligence for the territory
- Work in conjunction with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verify loan details prior to, and in some cases after, loan processing
Skills
- English (Required)
- Associate's degree or equivalent education and related training
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Excellent written and verbal communication skills
- Excellent organizational skills
- Strong math aptitude
- Associate's degree in finance or business-related field
- Commercial insurance and financial services experience
- Proven internal sales performance and relationship management via account or territory management
Benefits
- Medical, dental, and vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment (prorated based on date of hire and full-time or part-time status)
- 10 sick days during the first year of employment (prorated)
- Paid holidays
- May be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
Company Overview
Company H1B Sponsorship