Account Executive

About the role

In this role, you are an integral part of our company’s success, helping create innovative solutions that serve our members’ needs. We value innovative thinking, excellent communication skills, on-your-feet problem-solving and a penchant for team collaboration. If you are looking to join a growing company and work among talented peers, we encourage you to apply.

Responsibilities

• Engage with prospective channel partners (Marketing Entities) through outbound calls, social media, and email as necessary
• Build partner relationships and educate partners on product, service, and value proposition
• Become an extension of the marketing entity’s business development process as an affiliate partner
• Work closely with the account management and partner support team to ensure that new and existing marketing entities are “farmed” appropriately to maximize the relationship and drive revenue
• Make 80 to 100 outbound calls per day to prospective marketing entities
• Schedule demo meetings with prospective marketing entities
• Provide product and system demos to prospective marketing entities
• Assist marketing entities through the partner activation process
• Report pipeline status of prospective and new marketing entities to managers
• Operate efficiently through company CRM
• Research on occasion for potential new marketing entities that had not been previously provided as leads from management and sales operations
• Become expert in IDIQ products/benefits and functionality
• Maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations
• Follow all company policies and procedures regarding data privacy and protection and data loss prevention
• Perform other job-related duties and responsibilities as may be assigned

Requirements

• Minimum of one year of sales or inside sales call center experience
• Prior experience or exposure to credit reporting/identity theft in some related industry preferred but not required
• Experience in financial services industry (e.g., Mortgage/Real Estate, Insurance, Financial Planning, Banking, Employee Benefits, Tax Advising)
• Proficiency in or ability to learn Microsoft Office programs (Excel, Word, Outlook, PowerPoint, etc.)

Skills

• Strong telephonic and electronic communication skills and etiquette
• Familiarity with CRM systems and practices
• Willingness to learn, respond to coaching, and adapt to sales process
• Strong customer-focused mindset
• Established track record of reliability and good attendance
• Ability to envision and communicate the big picture in an inspiring way
• Demonstrated ability to quickly and proficiently understand and absorb new information
• Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders
• Collaborative with the ability to structure mutually beneficial partnerships
• Ability to be discrete and maintain confidential information
• Ability to multitask with a high volume of tasks
• Flexibility to handle rapid and frequent change and interest in taking on new tasks
• Thrive in a fast-paced environment and possess a high level of intellectual curiosity
• Acts without being told what to do; brings new ideas to the company
• Exhibits passion and excitement over work; has a can-do attitude

Benefits

• 100% of base benefits for employees and 50% for dependents (Medical, Dental, Vision)
• $25,000 company-paid life insurance
• Short-term disability
• Long-term disability
• 11 paid holidays
• Paid time off
• Paid sick time
• 401k program with employer match

Pay

$23.00 per hour for English-only speaking candidates; $23.50 per hour for English/Spanish speaking candidates. This position is commission eligible.

Schedule

Full-time hourly position (40 hours/week) working onsite in the Temecula, CA office.