Finance and Insurance Executive

Finance and Insurance Executive

Zurich Direct Markets is seeking a Finance & Insurance Executive to support sales efforts in our Southwest Division. The position is based in Northern Texas (DFW and Oklahoma area) with remote working flexibility.

Responsibilities

• Prospecting: identifying and developing new business prospects by providing Finance & Insurance products to large automotive dealers, and supporting P&C product marketing within the territory.
• Relationship Management: building and maintaining strong relationships with both new and existing customers, and effectively communicating with internal and external stakeholders via various channels (in-person and virtual).
• Closing: managing and growing your assigned territory to achieve profitability and exceed sales targets.
• Direct Sales: conducting sales presentations either in-person or via Microsoft Teams.
• Consulting: collaborating with field team members to ensure seamless implementation of programs and products, strengthening customer relationships.
• Building market share: working remotely in an entrepreneurial environment and expanding market presence.

Basic Qualifications

• Bachelors Degree and 4+ years of experience in Sales or the Automotive sector, OR
• Zurich Certified Insurance Apprentice with an Associate Degree and 4+ years of experience in Sales or Automotive, OR
• High School Diploma or Equivalent and 6+ years of experience in Sales or Automotive, AND
• Knowledge of sales principles, techniques, terminology, and F&I products.
• Knowledge of automotive industry, market, and competitors.
• Must reside within the required Southern Florida territory.

Preferred Qualifications

• Outside sales experience and advanced knowledge of the automotive industry and market trends.
• Extensive experience in retail automotive finance or senior sales management (e.g., GM, GSM, Finance Director).
• Experience in dealership training (1:1, classroom, virtual).
• Proficiency in automotive and traditional software/technology.
• Knowledge of insurance, reinsurance, warranty claims processes, and F&I products.
• Ability to analyze financial statements.
• Excellent presentation skills for both small and large groups.

Background

Zurich Direct Markets specializes in offering Finance & Insurance (F&I) products to the automotive industry, supported by a dedicated team of F&I sales professionals who maintain close relationships with dealership customers. The Finance & Insurance Executive (FIE) role involves driving growth and profitability through prospecting, relationship management, closing, direct sales, consulting, and building market share.

Benefits

• Competitive base salary with uncapped incentives.
• Annual variable compensation range $64,600.00 – $.
• Health, dental, and 401k benefits.
• Paid time off (PTO).
• Company car (subject to driving record check).
• Work-from-home flexibility and travel opportunities.

We offer competitive pay and comprehensive benefits for employees and their families. Learn more about Total Rewards here.

Equal Employment Opportunity

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy, or other characteristics protected by applicable law. Zurich complies with 18 U.S. Code, § 1033.

Application Note

Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Position Details

• Location:
  
  AM - Texas Virtual Office, AM - Dallas
• Remote Working:
  Yes
• Schedule:
  
  Full Time
• Employment Sponsorship Offered:
  No
• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Insurance