Account Executive

Job Description

Job Description

Position Title : Account Executive

Position Overview:

This role will be responsible for wholesaling fixed insurance product solutions to licensed registered reps and insurance agents (producers). The position will require the successful candidate to drive sales growth through a combination of technology based and face to face meetings focused on creative sales ideas, new product offerings, and positioning the firm’s value-added benefits.

Key Responsibilities:

• Manage and grow relationships with existing producers by providing them with timely sales ideas, case design, and sales presentation support.
• Recruit and onboard new producers by utilizing the firm’s value-added proposition.
• Work with producers to identify their clients’ needs and recommend solutions based on available marketing strategies and approved product offerings.
• Promote company events, conferences, and marketing strategies to all producers.
• Strategically identify and meet with key producers to build and strengthen relationships.
• Continue to build on industry, product, and sales knowledge so you can better support firm representatives.

Required Skills and Experience:

• Competitive and driven to exceed activity and sales goals.
• 2 – 3 years’ experience in financial and/or insurance sales
• Life and Health insurance licensed
• Ability to develop rapport with and influence independent entrepreneurial producers.
• Excellent verbal and written communication skills
• Strong organizational skills and the ability to prioritize work effectively in a goal centered environment.
• Proficient in Microsoft O365

Salary Range: Base income and generous bonus schedule to reward outstanding performance.

We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.

Company Description

We are a forward-looking organization that helps our partners grow revenue, save time, and to become part of a community of people helping people. We act as the back-office upgrade and as an extension of your team to provide advanced underwriting, robust product offerings, contracts with over 75+ carriers, and innovative technology to help scale your business. Our goal is to help financial advisors and independent insurance agencies to grow business rapidly by focusing on attracting clients, generating revenue, and providing marketing support and networking opportunities to fuel your growth.