Account Executive

This is a fully remote position, open to applicants in California.

📋 Description

• Take full ownership of your territory and manage your schedule — this is a genuine field sales position.

• Carry out 8–12 face-to-face agency visits each day, four days a week.

• Identify, qualify, and secure new business (initially outbound).

• Communicate product value with clarity, confidence, and significant business impact.

• Keep track of activities, pipelines, and conversion metrics in HubSpot.

• Attend industry events, trade shows, and conferences as required.

⛳️ Requirements

• 5–7 years of experience in business development or outside sales (preferably in insurance, financial services, field sales, or a related field).

• Demonstrated capability to generate your own leads and close deals without relying on MQLs.

• Knowledge of insurance agents or familiarity with small business B2B buyers is highly advantageous.

• High tolerance for outbound activities — comfortable with cold calling, in-person visits, and managing objections.

• Self-driven, confident communicator with excellent time management skills.

• Proficient in Excel, PowerPoint, and CRMs (HubSpot experience is a plus).

🏝️ Benefits

• Competitive base salary plus uncapped commission.

• Travel required: In-field four days a week along with participation in regional and national industry events.