Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop and maintain profitable business by making sales calls on insurance agents/brokers, insurance companies and general agencies that meet PF standards.
2. Develop and maintain relationships with existing clients in order to maintain or expand loan volume by identifying problems and providing solutions.
3. Manage assigned territory independently.
4. Monitor local insurance trends and make strategic recommendations to management, as needed.
5. Monitor local, competitive environments and make strategic recommendations to management, as needed.
6. Analyze monthly reports to identify opportunities to increase sales and minimize lost volume.
7. Ensure revenue goals are met by analyzing profitability for each rela...

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