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Job description
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.
Qualifications:
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.
Preferred Skill & Experience:
Strong telephonic and electronic communication skills and etiquette.
Familiarity with CRM systems and practices.
Strong willingness to learn, incorporate coaching, and adapt quickly to the sales process.
Strong customer-focused mindset.
Established track record of reliability and good attendance.
Ability to envision and communicate the big picture in an inspiring way.
Demonstrated ability to quickly and proficiently understand and absorb new information.
Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders.
Collaborative with the ability to structure mutually beneficial partnerships.
Ability to be discrete and maintain confidential information.
Ability to multitask with a high volume of tasks.
Flexibility to handle rapid and frequent change and interest in taking on new tasks.
Thrive in a fast-paced environment and possess a high level of intellectual curiosity.
Operates with a high degree of independence, identifying and pursuing priorities without being prompted while actively contributing innovative solutions and ideas that push the company forward.
Worksite address
temecula, CA, 92591, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.