P1 Finance - Account Executive
Truliant FCU
About this role
The Account Executive at P1 Finance manages quotes and client communications, builds relationships with agency partners, and handles premium finance loans. The role involves providing responsive service, ensuring accurate processing, and supporting business development efforts.
Skills
About Truliant FCU
truliantfcu.orgChoose Truliant for your personal or business banking needs. We offer a wide array of accounts and services, with some of the most competitive rates on the market.
Recent company news
The Business JournalsTruliant FCU sells HQ, ops center, four branches for $89.5M in leaseback deal
Nov 19, 2025
The Business JournalsTruliant Federal Credit Union takes over naming rights at major Charlotte concert venue
1 month ago
CU TodayTruliant FCU & Coastal CU Launch CU Auto Marketplace With No-Haggle Pricing, Home Delivery
Jan 30, 2025
The Business JournalsBest Places to Work 2025: Truliant Federal Credit Union of Winston-Salem
May 22, 2025
Business InsiderTruliant Federal Credit Union Review
Nov 20, 2024
About Truliant FCU
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Truliant FCU.
Salary
$40k – $50k
per year
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