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First National Bank

Offers personal banking with online services.

Sales Executive - Employee Benefits

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timePittsburgh, PA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree, either Bachelor of Arts or Bachelor of Science.
  • At least 3 years of experience.
  • Applicable industry insurance licenses.
  • Project management skills.
  • Written and verbal communication skills.
  • Organizational, analytical, and interpersonal skills.
  • Customer service skills.
  • Ability to use a personal computer and job-related software.
  • Basic Microsoft Word proficiency.
  • Intermediate Microsoft Excel proficiency.
  • Basic Microsoft PowerPoint proficiency.

Responsibilities

  • Sell new business and renew accounts in keeping with agency and individual goals.
  • Conduct and report sales activities to build a pipeline of prospects.
  • Generate sales prospects from various sources.
  • Represent the agency professionally in dealings with clients, agency personnel, and represented companies.
  • Work collaboratively with bank partners to build relationships and identify financial service solutions for customers.
  • Meet or exceed annual sales production goals by generating new agency accounts and cross-selling within the existing book of business.
  • Partner with Customer Service Representatives to renew existing business and meet or exceed retention goals.
  • Participate in seminars and classes for skill and knowledge development and meet continuing education requirements.
  • Maintain current functional working knowledge of processes and coverage changes.
  • Keep abreast of selling trends and techniques and use agency selling aids to maintain a competitive position.
  • Perform other related duties and projects as assigned.
  • Understand, report, respond to, manage, and monitor daily business risks as required by the corporation's risk management program.
  • Comply with regulatory laws, guidelines, and company procedures.

Desired Qualifications

  • Experience with ITI, TAM, and office systems.

About the Company

First National Bank

Offers personal banking with online services.

First National Bank provides a range of financial services for individuals and businesses, including checking and savings accounts and online and mobile banking. Through its digital platforms, customers can transfer funds, pay bills, review account activity, and manage debit cards from anywhere with an internet connection. Security is a core focus, with processes and systems in place to protect customer information and accounts. The bank differentiates itself by prioritizing secure, convenient online and mobile access to banking services, aiming to help customers manage their finances safely and conveniently, anytime, anywhere.

Company size
51-200
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1864

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