Account Executive

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.