Sales Executive - Insurance

The Senior Account Executive/Sales Executive of the Insurance Vertical develops relationships with independent insurance agencies and other industry entities, positioning them as potential IDIQ channel partners. Using a multi-channel outbound approach, they drive discovery conversations with agency decision-makers and manage the relationship from initial contact through to the completed discovery call.

As deals progress, the Sr. Account Executive shadows and supports the close and agent-adoption onboarding, gaining hands-on experience with the full cycle. This foundation sets them up to assume full deal ownership as the channel grows and their track record builds.

Key job functions include:

• 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 methodology to uncover business challenges, educate prospects, and guide them toward value-based solutions. • Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone, text, LinkedIn, video) targeting prospective agencies and other industry partners. • Schedule and run discovery calls with decision-makers, targeting 4-6 scheduled discovery calls per week. • Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated deals to build full-cycle ownership. • Report on pipeline status of prospective partners to management, tracked through each stage as defined by our CRM. • Assist marketing entities through the partner activation process. • Demonstrate relentless pipeline discipline and thorough activity documentation while maintaining efficient, accurate workflows within the company CRM. • Become an expert in IDIQ products, benefits, and functionality to represent the offering credibly in early-stage agency conversations.

Additional duties

• Able to handle and maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations. • Must follow all company policies and procedures regarding data privacy and protection and data loss prevention. • Regular and predictable attendance is required. • Performs other job-related duties and responsibilities as may be assigned from time to time. • At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations. • Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes. • Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred. • Background in financial services (e.g., mortgage/real estate, insurance, financial planning, banking, employee benefits, tax advising) strongly preferred due to the need for business acumen and value-based conversation skills. • Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint), with the ability to leverage these tools for communication, reporting, and sales performance tracking.