B2B Sales Account Executive

About the role

The role is a true hunter for the Northern California region, focusing on Sacramento, San Francisco, and Oakland areas. Ideal candidates are experienced in business development or outside sales, particularly in insurance or financial services.

Responsibilities

• Own your territory and schedule — conduct 8–12 in-person agency visits per day, 4 days per week
• Prospect, qualify, and close 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

• Comfortable with both car and air travel
• Able to lift up to 30 lbs (for conference materials, demo kits, etc.)

Skills

• Strategic discovery skills
• Ability to educate agencies on the impact of modern financing and digital payments
• Strong relationship-building and trust-earning abilities

Benefits

• Base salary of $80k - $105k
• Uncapped commission structure
• Flexible work schedule
• Opportunities to attend industry events and conferences

Pay

• $80k - $105k base salary
• Uncapped commission structure

Schedule

• In-field 4 days/week
• Regional/national industry events as needed