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CUNA Mutual Group

Sales Executive, Regions

CUNA Mutual Group - Dayton, OH

Sales Executive, Regions






Work Location/Territory:

Ohio & Kentucky_ (remote/home-office based field position)_

This position serves as the key contact for assigned credit unions and 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

Develop and maintain an understanding of diverse financial services markets, with capability to position and sell products of CUNA Mutual Group in new markets

Continue to develop sales, business and leadership competencies; Continue to research, explore and learn how CUNA Mutual products and services can be used to solve credit union needs

Adhere to all sales and support processes that CUNA Mutual has determined as essential for distribution success

Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity

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 Property and Casualty Insurance License (both resident and non-resident immediately upon or 90 days after employment)

Up to 75% 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.

Job ID:


Date posted:


Work Location:

Ohio & Kentucky

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8 days

CUNA Mutual Group


Sales Executive, Regions CUNA Mutual Group - Dayton, OH, United States


Location: Dayton, OH

Company Profile:
For more than 75 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.