• Account Executive

    Job Locations US-TX-Irving
    Posted Date 3 weeks ago(10/30/2018 3:13 PM)
    # of Openings
    Account Management
  • Overview

    Essential Duties and responsibilities include the following – but not limited to these directives:


    • Acquire new accounts through the EFG new account acquisition process and target criteria.
    • Solicit new account leads through cold calling, networking, marketing leads, referrals, etc.
    • Follow up on all referrals and leads in a timely manner – update the CRM daily
    • Be proficient in all EFG capabilities (sales presentations and user understanding)
    • Conduct due diligence to validate new prospective account fits target criteria.
    • Facilitate business development analysis in prospective new accounts when appropriate.
    • Market all EFG products to existing accounts that are not currently utilizing all of our services and products
    • Always look for opportunities to improve our engagement – (cross-selling, best practices, etc…).
    • Achieve specific sales objectives.


    • Create revenue and superior customer satisfaction by marketing EFG’s services and products to our existing clients
    • Motivate and develop dealership personnel toward achieving objectives of clients and EFG Management
    • Prospect/Develop new business as an ambassador of EFG Companies
    • Manage, train, demonstrate best practices, and assist dealer personnel to facilitate maximum productivity
    • Oversee/Execute well-prepared reviews (Quarterly/Reinsurance/Others) - address performance trends
    • Cultivate relationships with our clients by being visible ( refer to EFG 16 Steps Servicing Model)
    • Represent EFG Companies in a professional manner

    Recruiting and Training Support

    • Assist with our recruiting department (profiling all members of management)
    • Assist with our training efforts (insure all members of F&I have been to class within the last 2 years)
    • Support on-campus recruiting (facilitate, communicate, and participate when available)
    • Assist with the interview process for well qualified candidates (when available)


    • Manage regional budgets – look for growth opportunities
    • Prepare and submit “Weekly Activity Reports” , “Action Sheets”, Action Items” – recap of all activities
    • Manage and keep up to date CRM entries on existing accounts and new prospective accounts as per the CRM process.
    • Manage the clients performance on a weekly basis (monitor, communicate, hold management accountable)
    • Inspect monthly production reports for accuracy
    • Complete and submit expense reports thru Concur
    • Increase company profitability through careful management of expenses
      • IRS and EFG require itemized receipts for all business expenses
      • Employees are expected to consider every available option when booking travel arrangements
      • Insure the accuracy for every expense (manage expenses with the highest integrity)
      • Refer to EFG T&E Policy guidelines concerning all expense measures

    Other duties as assigned

    • Cultivate and strengthen relationships with dealer clients through means provided by EFG Companies


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed