Sr. Account Executive - Insurance Vertical

📋 Description

• Develop relationships with independent insurance agencies and other industry entities, positioning
• Use a multi-channel outbound approach to drive discovery conversations with agency decision-makers
• Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated
• Conduct research to identify and qualify prospective partners beyond leads provided by management.
• Utilize consultative selling approaches such as S.P.I.N. Selling or the Challenger Sales
• Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone

🎯 Requirements

• At least two years of inside sales or call center experience, preferably in a performance-driven
• Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling
• Prior experience or exposure to credit reporting, identity theft protection, or related
• Background in financial services (e.g., mortgage/real estate, insurance, financial planning
• Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint).
• Strong telephonic and electronic communication skills and etiquette.

🎁 Benefits

• Medical: 100% of base benefits for employees and 50% for dependents
• Dental: 50% for of base benefits for employees and dependents
• Vision: 50% for of base benefits for employees and dependents
• $25,000 company paid life insurance
• Short-term disability
• Long-term disability