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Sales Executive, Select

Apply Later Job ID R-001612 Date posted 08/11/2017

Grade: 668

Work Location: Territory is focused in Connecticut, Maine, and New Hampshire, but open to considering candidates anywhere in the continental United States (home-office based field/virtual position)

This position serves as the key contact for assigned credit unions and is responsible to establish, develop, and continually enhance the overall relationship with assigned credit unions in order to develop growth, retention, and cross-sell opportunities. Through effectively cultivated business relationships, the role leverages and proposes the products and services offered by CUNA Mutual Group to support and meet the business needs of credit union customers. 

Job Responsibilities:

  • Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship with assigned credit unions as measured through new sales, retention, account growth, and increased product penetration, in addition to non-financial metrics
  • Gather detailed information about accounts, analyze and prioritize information resulting in the development of sales strategies that ensure profit and growth objectives are achieved within assigned accounts
  • Lead a cross-discipline sales account team, utilize consultative selling techniques, and leverage knowledge of all CUNA Mutual Group products, to propose products and services that support the strategic plan of the assigned credit union; strive for profitable growth for CUNA Mutual Group in the process
  • Lead cross-discipline sales account teams to establish, implement, and monitor a service level agreement with assigned credit union customers; consistently deliver to the service level
  • Manage performance to sales plan and territory plans using metrics and scorecards to measure productivity, sales discipline, quality and achievement of financial results; Based on results, develop and implement specific action plans to increase profitability by development of growth, retention and rehabilitation plans and termination of activity where warranted
  • Develop and deliver proposals; forecast and report on sales activity
  • Maintain ongoing, timely knowledge and awareness of activities and challenges/opportunities within assigned credit unions; ensure use of the established sales management system on an ongoing basis
  • Effectively utilize and incorporate information gleaned from loss of business in future work with same as well as other accounts

Job Requirements:

  • Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience
  • Minimum of 5 years of successful sales experience, preferably within the financial services industry
  • Strong sales aptitude and proven track record of success
  • Demonstrated knowledge of CUNA Mutual Group products and services, with in-depth understanding of the customers, business, industry, and market preferred
  • Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills
  • Ability to comprehend and follow complex processes, with aptitude for continuous improvement
  • Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills
  • Demonstrated ability to integrate computer technology into sales processes
  • Demonstrated strong collaboration and teamwork abilities
  • Demonstrated ability to effectively build business relationships with internal and external clients
  • Proven experience in developing strategies which will improve competitive position
  • Demonstrated ability to deliver effective presentations
  • Life and Health Insurance License and P&C License (both resident and non-resident immediately upon or 90 days after employment)
  • Up to 25% travel required


CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

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