Account Executive

Account Executive

The Account Executive is responsible for driving day-to-day sales activity and supporting agents and agencies within an assigned geographic territory for both individual life and individual disability income insurance. In partnership with the Senior Account Executive, this role focuses on managing inbound opportunities and outbound activities that move business efficiently and effectively through the sales process.

This role remains heavily engaged in uncovering agent needs, advancing opportunities, and providing timely follow-up, particularly around illustrations, product options, and case-related questions. The Account Executive plays a critical role in maintaining sales momentum and delivering a responsive, solution-oriented agent experience.

Primary responsibilities include engaging inbound sales inquiries and proactively moving opportunities forward through discovery conversations and providing expertise on products, concepts, illustrations, systems, and resolution of issues impacting sales progress. Additionally, the Account Executive conducts outbound calls focused on near-term sales opportunities to quickly advance deals to the next sales stage, partners with the Senior Account Executive to support territory goals and ensure coordinated agent outreach, builds and maintains strong day-to-day relationships with agents and agencies, effectively moves opportunities through the sales funnel and toward close, identifies opportunities to cross-sell and upsell products or riders to meet agent and client needs, utilizes CRM software to document interactions, track opportunities, and maintain accurate agent records, coordinates with underwriting, onboarding, and case management to ensure smooth execution and issue resolution, maintains strong product knowledge in individual life and disability income insurance, and stays informed on system tools, sales processes, and internal workflows to support agent efficiency.

Anticipated salary: $56,675 - $73,450

Benefit overview: We strive for our employees to feel appreciated and supported, both professionally and personally. Our comprehensive benefit and discount package that meets a variety of needs is one way we demonstrate this. Some of our most admired benefits include a compressed 4 1/2-day work week (half-day Fridays), no monthly premium cost for employee medical, life and disability insurance coverage, paid time-off accrual, including annual rollover; and paid holidays, competitive 401(k) plan with immediate vesting on Company contributions, discounted on-site employee cafeteria, on-site exercise facility and company-provided exercise time, tuition reimbursement and training incentives, and access to voluntary dental and vision insurance coverage.

Job qualifications include a bachelor's degree in business administration, marketing, or related field (preferred). Proven aptitude or experience in sales, customer support, or account management. Strong communication and relationship-building skills. Ability to manage multiple priorities in a fast-paced environment. Detail-oriented with strong follow-through and problem-solving skills. Comfortable with daily outbound and inbound call activity. Life & Health Insurance License preferred but not required.

Required competencies (proficiency level) include accountability, continuous learning, customer focus, integrity, organizational awareness, and teamwork.