Develop and retain relationships with insurance agencies and brokerages within an assigned territory. Generate new business through cold calling, prospecting, lead investigation, and sales closing. Conduct needs analyses, present premium finance products, onboard and train customers, and provide online system training. Grow customer accounts, unit counts, premium, and interest margins while collaborating with regional managers and account executives. This is a remote role requiring residence near Los Angeles to support the local sales territory.

Provides high-level administrative support to the President, CEO, and C-suite, including calendar and travel coordination, correspondence, meetings, confidential matters, and office operations. Oversees facilities maintenance, inspections, supplies, reception, mail and shipping, cleaning staff, vendors, and workplace efficiency. Performs data entry and administrative reporting while supporting other departments and coordinating projects as assigned.