Account Executive Southern Texas

About the role

The role is for a field-based Account Executive located in Houston who will engage busy insurance agencies, deliver value fast, and convert conversations into partnerships.

Responsibilities

• Own your territory and schedule
• Conduct 8–12 in-person agency visits/day, 4 days per week
• Possess and qualify new business (outbound first)
• 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 (insurance, financial services, field sales, or related)
• 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 — comfortable cold calling, walking in, and handling objections
• 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