
Finance and Insurance Executive - Direct Markets
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Zurich NA is hiring a Finance and Insurance Executive - Direct Markets. The Finance & Insurance Executive supports sales efforts in the Oklahoma area, leveraging sales and marketing expertise within the automotive sector. This role focuses on driving growth and profitability by acquiring, developing, and maintaining strong relationships with new and existing customers, with a goal-driven approach to achieving financial targets.
Key focus areas include Identify and develop new business prospects, focusing on providing Finance & Insurance products to large automotive dealers., Support P&C product marketing within the assigned territory., and Attend Automotive industry events to promote Zurich’s sales and marketing initiatives..
Successful candidates bring Bachelor's Degree, Zurich Certified Insurance Apprentice, and High School Diploma. Important skills include Sales and Communication. Preferred (not required): Prospecting, Relationship Management, Microsoft Teams, and Consulting.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Finance and Insurance Executive - Direct Markets
135109
Zurich is seeking a Finance & Insurance Executive to support sales efforts in Oklahoma area. As part of our F&I sales team, this role offers an opportunity to leverage and refine your sales and marketing expertise within the automotive sector! We are looking for high performers that are goal driven and able to take us to the next level of achieving financial targets. You will be responsible for driving growth and profitability by acquiring, developing, and maintaining strong relationships with new and existing customers.
Immediate benefits include work from home flexibility, travel, a competitive base salary with uncapped incentives, excellent benefits (Medical, Dental, 401k, PTO), and a company car (subject to a driving record check) provided.
Basic Qualifications:
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Bachelors Degree and 4 or more years of experience in the Sales area or Automotive areaOR
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Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Sales area or Automotive areaOR
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High School Diploma or Equivalent and 6 or more years of experience in the Sales area or Automotive area
Preferred Qualifications:
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Ideal candidates have outside sales experience and advanced knowledge of the automotive industry, market trends, and competitors.
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Extensive experience in retail automotive finance or senior sales management (e.g. GM, GSM, Finance Director, Finance Manager).
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Experience in dealership training (1:1, classroom, virtual).
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Proficiency in automotive and traditional software/technology.
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Knowledge of insurance, reinsurance, and warranty claims processes and F&I products.
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Ability to analyze financial statements.
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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 by:
• Prospecting:
Identifying and developing new business prospects, focusing on providing Finance & Insurance products to large automotive dealers, while also supporting P&C product marketing within the assigned territory.
Attending Automotive industry events to promote Zurich’s sales and marketing initiatives.
• Relationship Management:
Building and maintaining strong relationships with both new and existing customers.
Effectively communicating with internal and external stakeholders via various channels (in-person and virtual) to maintain solid relationships.
• 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, while strengthening customer relationships.
• Building market share:
Working remotely in an entrepreneurial environment
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The annual variable compensation range, based on performance under the sales incentive plan for this role is $59,300.00 - $97,100.00.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewardshere (https://www.zurichna.com/careers/benefits) .]
Why Zurich?
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.
Join us for a brighter future—for yourself and our customers.
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. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code § 1033.
Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Oklahoma Virtual Office
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-REMOTE
EOE Disability / Veterans
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