Northern California Account Executive

About the role

We are seeking a field-based Account Executive who excels at creating and delivering value to busy insurance agencies. This role requires a proactive approach to identifying and pursuing new opportunities.

Responsibilities

• Own your territory and schedule — conduct 8–12 in-person agency visits/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

Qualifications

• 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)