Account Executive

About the Opportunity:

Apply (by clicking the relevant button) after checking through all the related job information below.
Our client is a fast-growing fintech company modernizing the life insurance and wealth planning space through innovative technology. Their platform helps advisors and policyholders unlock greater value from whole life insurance policies through a more efficient, technology-driven experience.
Backed by experienced leaders across fintech, SaaS, and insurance, this is an opportunity to join a company at an exciting stage of growth where you can make a meaningful impact on both the business and the customer experience.
The Opportunity:
Our client is seeking an Account Executive to help drive growth and build relationships with financial advisors, advisory teams, and firms across the country.
This is a highly consultative sales role that will require a strong mix of outbound business development, relationship management, and strategic selling. The right person is energized by building relationships, opening doors, navigating complex organizations, and helping advisors understand the value of the platform.
This role will own the full sales cycle from outreach through onboarding and long-term account expansion.
Key Responsibilities:
Own the full sales cycle from prospecting through close and onboardingBuild relationships with financial advisors, advisory teams, and key stakeholdersDrive new business acquisition through outbound outreach and relationship-building effortsConduct demos, presentations, and educational sessions with prospective partnersExpand and deepen relationships within existing accountsMulti-thread relationships within organizations to increase platform adoptionCollaborate cross-functionally with leadership, product, and advisor success teamsMaintain accurate pipeline management and activity tracking within the CRMStay informed on industry trends, product updates, and market opportunities
Qualifications:
2–5+ years of experience in SaaS, fintech, insurtech, or consultative B2B salesProven ability to manage a full sales cycle and close deals in a fast-paced environmentStrong outbound prospecting skills, including comfort with consistent activity levels (200+ dials per month)Excellent verbal and written communication skills, with the ability to simplify complex concepts for diverse audiencesExperience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)Proficiency with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, LinkedIn Sales Navigator, etc.)Strong organizational skills and ability to manage multiple priorities effectivelyData-driven xzbcwsv mindset with disciplined CRM and pipeline management habitsCoachable, resourceful, competitive, and highly self-motivatedCollaborative team player with a strong sense of ownership and accountabilityStrong desire to win; scrappy, persistent, and solutions-orientedExperience within financial services, insurance, or advisor-facing businesses is a strong plusWillingness to travel (~25–30%) for client meetings, presentations, and events
Compensation & Benefits:
$85,000 base salaryExpected first-year earnings target of $150,000–$200,000+ based on performanceEquity opportunityComprehensive medical, dental, vision, and life insurance benefits401(k)Generous PTO and holiday scheduleOpportunity to play a key role in shaping growth and culture within a scaling organization