Account Executive – Insurance Licensing & Compliance SaaS Solutions
Sales & Business Development
Proactively identify and pursue new business opportunities in the insurance sector.
Generate and qualify leads through email outreach, cold calling, networking, and follow-ups.
Conduct product demonstrations, showcasing the value of Agenzee; our licensing and compliance solution.
Develop and maintain relationships with decision-makers at insurance agencies, carriers, and MGAs, and other insurance distribution models.
Own the full sales cycle from prospecting and discovery through negotiation and closing.
Build and maintain a high-value pipeline through outbound prospecting, inbound leads, referrals, and professional networking.
Deeply understand client pain points, operational challenges, and compliance needs.
Provide ongoing support and guidance to existing clients, ensuring satisfaction and retention.
Address inquiries, resolve concerns, and coordinate with internal teams for seamless service delivery.
Client Engagement & Account Management
Serve as a consultative sales partner by understanding client pain points, operational challenges, and compliance needs.
Follow up with potential and past leads to convert them into customers.
Provide ongoing support and guidance to existing clients, ensuring satisfaction and retention.
Address inquiries, resolve concerns, and coordinate with internal teams for seamless service delivery.
Industry Expertise & Market Awareness
Stay informed about SaaS industry trends, insurance licensing regulations, and evolving compliance requirements.
Educate potential clients on compliance requirements and the benefits of Agenzee.
Attend industry trade shows and conferences to network and generate leads.
Sales Strategy & Performance Tracking
Own the Full Sales Cycle: Manage the entire sales process — from prospecting and qualifying to presenting and closing new business opportunities with B2B brands, agencies, carriers, and MGAs.
New Business Development - build and maintain a high-value sales pipeline through a mix of outbound cold outreach, inbound leads, and professional networking.
Deeply understand customer needs, challenges, and pain points; effectively communicate and demonstrate measurable ROI and value propositions of our licensing and compliance solutions.
Develop and execute sales strategies to meet or exceed revenue targets.
Track sales metrics, pipeline activity, and conversion rates using CRM tools.
Consistently achieve or surpass sales quotas, revenue targets, and key performance indicators (KPIs).
Partner with marketing, and customer success teams to align sales strategies, share client insights, and ensure a seamless handoff and exceptional customer experience.
Collaborate with marketing to refine messaging and improve lead-generation efforts.
Manage and maintain accurate pipeline forecasting and opportunity tracking within HubSpot CRM.
Navigate complex sales cycles involving multiple stakeholders and executive-level decision-makers.