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 $66 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and discretionary or incentive bonus eligible

• Family-friendly work hours

• With 175+ community bank locations, we offer opportunities to grow and develop in your career​

Why join this team?

• We have a culture that encourages an entrepreneurial spirit

• We offer multiple opportunities for development and upward mobility

• Ability to work remotely

What you'll do:

Position Overview:

Support the Regional Sales Team(s) and Regional Presidents through providing high level market research, lead generation and qualification along with data maintenance and mining utilizing SalesForce.  This candidate will also be expected to manage projects from start to finish including product/service development and implementation.  This will be a position required to work remotely but also expected to communicate extensively within the Regional Sales team, all levels of FIRST and with external clients.  Although not technically a producing salesperson, 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 Branch/Regional manager as needed with Inside Sales strategy

Qualifications:

• 7-10 years' experience leading projects high level market research, lead generation and qualification along with data maintenance and mining utilizing SalesForce.

• Ability to serve as a proxy to Regional President with the authority to approve expense reports, rate plans and terms as deemed appropriate

• Bachelor's degree or equivalent

• CRM experience a plus. 

• SalesForce experience a plus.

• Ability to work outside of standard hours to ensure delivery of time sensitive projects.

• Advanced Computer Skills.

• Proven ability to work effectively in a remote environment.

Benefits:

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Compensation:

The estimated salary range for this role is $95,000 - $125,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience

    
#LI-Remote

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life.  To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success.  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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.