Strong organizational and time management skills
Minimum three years sales experience is desirable
Ability to travel up to 80% in assigned territory by vehicle and/or airline.
Excellent verbal and written communication skills
Ability to attend insurance related functions during or after normal work hours
Experience in providing training to brokers on system platforms
Ability to interpret financial data
Knowledge of Microsoft Office (Outlook, Word, PowerPoint and Excel) a plus
University/college degree is generally preferred
3 years sales experience
Experience with a premium finance and/or specialist finance company preferred
Insurance industry sales experience preferred
Join the FIRST Insurance Funding of Canada (FIRST Canada) team.
We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.
We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.
We have a comprehensive benefit package including:
We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.
We support work / life balance and promote growth-from-within opportunities.
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You’ll Do
Develop and maintain strong/profitable relationships with insurance brokers (clients) within assigned territory in order to exceed sales targets.
Maintain regular contact with clients by representing FIRST in a professional manner through office visitations, presentations, functions, conferences, phone calls and written correspondence.
Provide valuable assistance to clients by analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
Educate assigned brokers on FIRST services, credit policies and training platforms while working closely with assigned underwriting team to increase quality of business, approval and funding ratios.
Build internal working relationships with FIRST staff and provide assistance to Inside Sales, Marketing, Credit, Operations and Collection personnel as needed.
Use creativity and good judgment to provide the client with the best possible terms/program while minimizing the risk and maximizing returns to FIRST.
Analyze production reports to evaluate monthly loan volume, identify challenges, and target brokers for increased sales opportunities.
Be a strong advocate for assigned brokers, ensuring that opportunities and issues are brought forward to management.
Monitor local insurance trends and competitive developments and report to management as needed.
Promote other finance products/solutions and services by providing training/development opportunities for clients and attending client and trade functions.
Share best practices and product/process improvement ideas with peers and other segments of the business.
Establish and maintain contact management system and communicate weekly/monthly activity to management as directed.
Prepare reports, business plans, and business cases as required.
Ensure expenses are kept up to date; within budget, policy and value maximization is attained for all expenditures.
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