This job listing has expired and the position may no longer be open for hire.

Analyst Regional Sales at Wintrust Financial Corporation

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Newport Beach, California





Job Description:

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $45 billion in assets.

The Regional Sales Analyst supports the West Coast Team and Regional President through providing high level market research, lead generation and qualification along with data maintenance and mining utilizing SalesForce.  The incumbent will be expected to manage Projects from start to finish including product/service development and implementation. 

This position will communicate extensively within the West Coast Team, all levels of FIRST and with external clients.  Although not technically a producing Sales Person, this candidate will have close relationships with significant agent opportunities and be expected to introduce FIRST Sales Team members to these relationships.


  • Market Research – prospecting, developing and qualifying leads through existing relationships, emerging markets such as Insurtech, Industry Partners, Referrals, etc.  Tapping into every available resource to find and qualify new opportunities.

  • Maximizing our ROI on Salesforce by establishing sales campaigns, maintaining and building quality marketing analytics data while helping to drive and measure Team Activity.  This will be done in conjunction with and support of Regional President’s overall plan for Sales Team.

  • Providing a Concierge level of service for agents and RM’s – solving complex issues, serving as the internal go-to for our most significant agency relationships.

  • Provide client facing or web-based training to agents on any product or service offered by FIRST.

  • Projects at discretion of Regional President or Senior Management.

  • Assist West Coast Branch Manager in delivering superior financial results and best in class customer service by creating a proactive sales and service environment and maximizing employee productivity and effectiveness.

Requirements


  • Bachelor degree or equivalent

  • Minimum 7 years of experience in similar position

  • CRM and SalesForce experience a plus. 

  • Proven ability to work effectively in a remote environment.

  • Strong computer skills

Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.





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