Senior Sales Executive

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

📋 Description

• Design and implement comprehensive sales strategies for designated national and alternative distribution accounts.

• Establish and nurture relationships with senior executives, decision-makers, and key stakeholders.

• Discover new business opportunities within existing accounts to enhance market share and revenue.

• Identify and build relationships with new national account insurance organizations and strategic partners.

• Conduct regular check-ins, on-site visits, performance assessments, and other relevant events.

• Oversee complex business development opportunities, including contract negotiation and execution.

• Create action plans, sales forecasts, pipeline strategies, and revenue projections.

• Collaborate with executive leadership, marketing, operations, product, implementation, and customer success teams.

• Prepare, organize, and conduct presentations, business reviews, product training, and meetings.

• Keep track of market trends, competitive activities, regulatory changes, and emerging needs in the insurance industry.

• Act as a trusted advisor to agency partners.

• Maintain precise CRM records, forecasts, opportunity updates, and account activities.

• Represent the organization at conferences, trade associations, trade shows, networking events, and agency meetings.

• Develop and present performance reports and strategic recommendations to senior leadership.

• Perform additional duties as assigned.

⛳️ Requirements

• A Bachelor’s degree in Business Administration, Finance, Marketing, or a related field is preferred.

• 7+ years of successful B2B sales experience, ideally within the insurance, financial services, technology, or professional services sectors.

• Experience in managing national or enterprise-level accounts with complex organizations.

• Established connections with insurance carriers, brokers, agencies, or other stakeholders in the insurance industry are highly preferred.

• Demonstrated history of meeting or surpassing revenue and sales goals.

• Strong consultative and solution-oriented sales methodology.

• Familiarity with sales strategies, sales support systems, strategic account planning, contract negotiations, and enterprise procurement processes.

• Exceptional executive communication, presentation, negotiation, and relationship management skills.

• Bilingual in Spanish is highly preferred.

• Ability to work independently while effectively collaborating across various internal teams.

• Strong foundational experience using business software and tools, including the ability to interpret business reports.

• Proficient in Microsoft Word, Outlook, Excel, Teams, OneNote, and related applications.

• Willingness to travel as needed, up to 50% of the time.

🏝️ Benefits

• Opportunities for personal growth and professional challenges.

• Healthy work-life balance.

• Equal opportunity employment.