Essential Duties and Responsibilities:

• 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 processes 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 and value maximization is attained for all expenditures.

Knowledge/ Skills/ Abilities Required:

• Must reside in Alberta – Calgary preferred
• Strong organizational and time management skills
• Strong Presentation 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
• Ability to interpret financial data
• Knowledge of Microsoft Office (Outlook, Word, PowerPoint and Excel) a plus

Training/ Education/ Experience Qualifications: (Include licenses and certifications)

• University/college degree is generally preferred

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.

This is an equal employment opportunity.

Job Type: Full-time

Job Location:

• Calgary, AB

Required experience:

• Minimum three years sales experience is desirable: 3 years

Required education:

• Bachelor’s