Account Executive (Broker Segment)

Account Executive

Andesa is the leading provider of policy and plan administration solutions in the Advanced Markets space, including policy transaction management and NQDC recordkeeping. These solutions simplify the ongoing administration of both complex life insurance and annuity products in BOLI, COLI, ICOLI, and Private Placement and a wide range of NQDC plan types. Using market and product expertise, configurable capabilities for complex products, and security and reliability at scale, Andesa improves speed to market and empowers carriers and brokers to serve high-value markets with confidence.

In late March 2026, Terminus Capital Partners, an Atlanta based private equity firm focused on enterprise software companies, acquired a majority stake investment in Andesa to accelerate growth and increase investment in technology modernization, platform capabilities, and long-term innovation, while preserving the company's client-centric culture and operational continuity.

The hiring of an Account Executive builds on this momentum and reflects Andesa's commitment to invest in the people, processes, and platforms behind its policy lifecycle and plan administration solutions.

This is a high-impact opportunity to join a growing go-to-market team and drive new revenue and expand Andesa's presence in the broker ecosystem.

As our Account Executive focused on the broker segment, you will be responsible for identifying, engaging, and converting new business opportunities, as well as building relationships with brokers, consultants, and distribution partners who influence Advanced Markets and NQDC plan administration decisions.

You will ultimately inherit a few brokers as a book of business to farm and expand, but this is a primarily hunter sales role. You will be developing territory plans, building your own pipeline, and opening doors with brokers and strategic partners who may be unfamiliar with Andesa's NQDC plan administration capabilities.

This role is ideal for a sales professional who thrives on prospecting, relationship-building, and creating momentum in underdeveloped markets.

You will be the primary driver of new business within the broker segment responsible for pipeline creation, deal execution, and market expansion.

Execute a broker-focused go-to-market strategy and sales process targeting Advanced Markets and NQDC distribution partners.

Develop account plans for high-value brokers, consultants, and strategic prospects.

Conduct proactive, outbound outreach including cold calls, email sequences, and event-based networking to generate new opportunities.

Research broker firms, market trends, and client needs to identify whitespace and position Andesa's solutions effectively.

Establish strong relationships with key decision-makers and influencers across target firms.

Lead prospects through the full sales cycle: discovery, solution alignment, demos, proposals, contracting, and handoff to implementation.

Build and manage a pipeline of broker relationships, driving new business and expanding existing partnerships.

Educate brokers and their plan sponsor clients on our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions.

Tackle technical validation or software demonstrations of Andesa's platforms and articulating how they modernize operations in Advanced Markets and unlock value for brokers.

Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals.

Own RFP/RFI responses, coordinating cross-functional contributors to deliver complete and timely submissions.

Ability to communicate Andesa's value proposition clearly and persuasively.

Identify opportunities to expand Andesa's presence within broker networks and adjacent markets.

Provide market intelligence to Product and leadership teams to inform roadmap priorities and platform enhancements.

Represent Andesa at industry events, conferences, and broker-focused forums.

Collaborate with Marketing and Customer Success to ensure alignment across the broker channel.

Meet or exceed established sales quotas and activity targets.

Develop and refine pricing strategies across markets and product types.

Maintain accurate pipeline data, forecasting, and activity tracking within the CRM.