Account Executive - Insurance Premium Finance SoCal

About the role

The role is for a field-based Account Executive located in Southern California or the LA area. Ideal candidates are self-motivated hunters who thrive on building a book of business through cold outreach and creating demand.

Responsibilities

• Own your territory and schedule
• Conduct 8–12 in-person agency visits/day, 4 days per week
• Possess outbound sales skills to prospect, qualify, and close new business
• Deliver product value with clarity, confidence, and business impact
• Maintain activity, pipeline, and conversion tracking in HubSpot
• Travel to industry events, trade shows, and conferences

Requirements

• 5–7 years of business development or outside sales experience
• Proven ability to generate your own leads and close without MQLs
• Familiarity with insurance agents or small business B2B buyers is a strong plus
• High outbound tolerance
• Self-motivated, confident communicator with sharp time management
• Proficient with Excel, PowerPoint, and CRMs (HubSpot a plus)

Qualifications

• Preferred bachelor’s degree
• 5+ years of business development experience
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Familiarity with CRM applications like HubSpot or the ability to quickly learn
• Tech-savvy and adaptable to new technologies

Skills

• Strong communication and relationship-building skills
• Outbound selling and lead generation abilities
• Ability to work independently and manage time effectively
• Knowledge of insurance and financial services industry

Benefits

• Competitive base + commission (uncapped)
• In-field 4 days/week + regional/national industry events
• Able to travel both by car and air

Pay

Compensation will be determined based on relevant market data and the applicant's prior experience, education, industry knowledge, and other qualifications directly related to the position to ensure internal equity.

Schedule

This is a true field sales role with in-field 4 days/week and regional/national industry events.