About this opportunity
CMC Recruiting lists this Account Executive opportunity in denver, Colorado. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About the Opportunity:
Apply (by clicking the relevant button) after checking through all the related job information below.
Our client is a fast-growing fintech company modernizing the life insurance and wealth planning space through innovative technology. Their platform helps advisors and policyholders unlock greater value from whole life insurance policies through a more efficient, technology-driven experience.
Backed by experienced leaders across fintech, SaaS, and insurance, this is an opportunity to join a company at an exciting stage of growth where you can make a meaningful impact on both the business and the customer experience.
The Opportunity:
Our client is seeking an Account Executive to help drive growth and build relationships with financial advisors, advisory teams, and firms across the country.
This is a highly consultative sales role that will require a strong mix of outbound business development, relationship management, and strategic selling. The right person is energized by building relationships, opening doors, navigating complex organizations, and helping advisors understand the value of the platform.
This role will own the full sales cycle from outreach through onboarding and long-term account expansion.
Key Responsibilities:
Own the full sales cycle from prospecting through close and onboarding
Build relationships with financial advisors, advisory teams, and key stakeholders
Drive new business acquisition through outbound outreach and relationship-building efforts
Conduct demos, presentations, and educational sessions with prospective partners
Expand and deepen relationships within existing accounts
Multi-thread relationships within organizations to increase platform adoption
Collaborate cross-functionally with leadership, product, and advisor success teams
Maintain accurate pipeline management and activity tracking within the CRM
Stay informed on industry trends, product updates, and market opportunities
Qualifications:
2–5+ years of experience in SaaS, fintech, insurtech, or consultative B2B sales
Proven ability to manage a full sales cycle and close deals in a fast-paced environment
Strong outbound prospecting skills, including comfort with consistent activity levels (200+ dials per month)
Excellent verbal and written communication skills, with the ability to simplify complex concepts for diverse audiences
Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
Proficiency with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, LinkedIn Sales Navigator, etc.)
Strong organizational skills and ability to manage multiple priorities effectively
Data-driven xqrzhdi mindset with disciplined CRM and pipeline management habits
Coachable, resourceful, competitive, and highly self-motivated
Collaborative team player with a strong sense of ownership and accountability
Strong desire to win; scrappy, persistent, and solutions-oriented
Experience within financial services, insurance, or advisor-facing businesses is a strong plus
Willingness to travel (~25–30%) for client meetings, presentations, and events
Compensation & Benefits:
$85,000 base salary
Expected first-year earnings target of $150,000–$200,000+ based on performance
Equity opportunity
Comprehensive medical, dental, vision, and life insurance benefits
401(k)
Generous PTO and holiday schedule
Opportunity to play a key role in shaping growth and culture within a scaling organization
Worksite address
denver, CO, 80219, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.