Sales Executive - Insurance

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarizing away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove duplicated Benefits and Perks repeated later. Also remove AAP/EEO statement, Privacy Notice, Supervisory, Business Office Environment, Physical Requirements etc. Also remove generic filler like "commensurate with experience" etc. We need to extract content: From posting: Intro: IDIQ is an award-winning company ... (some fluff). Could be considered "About the role"? Actually "About the role" maybe includes description of role and company. We need to decide sections. We have: - Role description: "The Senior Account Executive/Sales Executive of the Insurance Vertical develops relationships with independent insurance agencies and other industry entities, positioning them as potential IDIQ channel partners. Using a multi-channel outbound approach, they drive discovery conversations with agency decision-makers and manage the relationship from initial contact through to the completed discovery call. As deals progress, the Sr. Account Executive shadows and supports the close and agent-adoption onboarding, gaining hands-on experience with the full cycle. This foundation sets them up to assume full deal ownership as the channel grows and their track record builds." - Key job functions (list): Conduct research to identify and qualify prospective partners beyond leads provided by management. Utilize consultative selling approaches such as S.P.I.N. Selling or the Challenger Sales methodology to uncover business challenges, educate prospects, and guide them toward value-based solutions. Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone, text, LinkedIn, video) targeting prospective agencies and other industry partners. Schedule and run discovery calls with decision-makers, targeting 4-6 scheduled discovery calls per week. Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated deals to build full-cycle ownership. Report on pipeline status of prospective partners to management, tracked through each stage as defined by our CRM. Assist marketing entities through the partner activation process. Demonstrate relentless pipeline discipline and thorough activity documentation while maintaining efficient, accurate workflows within the company CRM. Become an expert in IDIQ products, benefits, and functionality to represent the offering credibly in early-stage agency conversations. - Additional duties: Able to handle and maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations. Must follow all company policies and procedures regarding data privacy and protection and data loss prevention. Regular and predictable attendance is required. Performs other job-related duties and responsibilities as may be assigned from time to time. - Requirements/Qualifications: At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations. Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes. Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred. Background in financial services (e.g., mortgage/real estate, insurance, financial planning, banking, employee benefits, tax advising) strongly preferred due to the need for business acumen and value-based conversation skills. Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint), with the ability to leverage these tools for communication, reporting, and sales performance tracking. - Preferred Skill & Experience: Strong telephonic and electronic communication skills and etiquette. Familiarity with CRM systems and practices. Strong willingness to learn, incorporate coaching, and adapt quickly to the sales process. Strong customer-focused mindset. Established track record of reliability and good attendance. Ability to envision and communicate the big picture in an inspiring way. Demonstrated ability to quickly and proficiently understand and absorb new information. Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders. Collaborative with the ability to structure mutually beneficial partnerships. Ability to be discrete and maintain confidential information. Ability to multitask with a high volume of tasks. Flexibility to handle rapid and frequent change and interest in taking on new tasks. Thrive in a fast-paced environment and possess a high level of intellectual curiosity. Operates with a high degree of independence, identifying and pursuing priorities without being prompted while actively contributing innovative solutions and ideas that push the company forward. - Position Details: This is a full-time hourly position (40 hours/week). This is an on-site position working in our Tampa, FL, office (4904 Eisenhower Blvd South Suite 100, Tampa, FL 33634). Pay: The pay range for this position is $30.00-$32.00 per hour. The actual compensation offer will carefully consider a wide range of factors including your skills, qualifications, and experience. This position is eligible for incentive compensation. - Benefits and Perks: IDIQ makes available comprehensive benefits including: Medical: 100% of base benefits for employees and 50% for dependents Dental: 50% for of base benefits for employees and dependents Vision: 50% for of base benefits for employees and dependents $25,000 company paid life insurance Short-term disability Long-term disability 11 paid holidays Vacation time off (VTO) Paid sick time (STO) 401k program with employer match. Also earlier they mentioned: "We offer generous benefits such as paid vacation time, paid volunteer leave, health insurance, employer-match 401(K) contributions, continuing training opportunities and more. We also provide our staff with unending free coffee, relaxation rooms, game rooms and company events." That's also benefits. We need to include Benefits section only if posting actually states them. It does. So we should combine all benefits info: paid vacation time, paid volunteer leave, health insurance, employer-match 401(K) contributions, continuing training opportunities, free coffee, relaxation rooms, game rooms, company events, plus the detailed benefits list: Medical 100%/50%, Dental 50%/50%, Vision 50%/50%, $25k life insurance, short-term disability, long-term disability, 11 paid holidays, VTO, STO, 401k employer match. We should not duplicate. We'll list them in

• . Schedule: The posting says "This is a full-time hourly position (40 hours/week)." That's schedule info. Also maybe mention on-site. But schedule section: we can include "Schedule: Full-time, 40 hours per week, on-site in Tampa, FL." However the instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we have specific schedule: full-time hourly position (40 hours/week). Also location is given but schedule section maybe just hours. Could also include location under About the role? Might be better to put location in About the role or maybe a separate "Location" but not required. We'll keep schedule section with the hours. Pay section: we have pay range $30.00-$32.00 per hour, plus incentive compensation. That's specific. Now we need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. So we will not include "Senior Account Executive/Sales Executive" as heading. We need to allocate content: - About the role: maybe a brief overview of the role and company? Could include the introductory fluff about IDIQ being award-winning, fastest-growing, etc. But that is more about company. The instruction: "About the role" heading for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can put a short paragraph describing the role and maybe company context. Must preserve all substantive info; we cannot invent or summarize away detail. So we need to include the substantive info from the posting that is not covered elsewhere. The introductory paragraph about IDIQ being award-winning, fastest-growing, etc. is substantive? It's about company, not role. Might be considered boilerplate? It's not navigation/legal/EEO. It's descriptive. We could include it under About the role. However we must not repeat job title as heading. It's okay. But we need to ensure we don't omit any substantive info. Let's list all substantive info blocks: 1. Intro about IDIQ: award-winning, fostering skills, exceptional work environment, outstanding solutions, fastest-growing industry leaders in identity theft protection and credit report monitoring, flagship brand IdentityIQ, MyScoreIQ, Credit & Debt, IDIQ Pre-Paid Legal Services, Inc. 5000 list, generous benefits (paid vacation, paid volunteer leave, health insurance, employer-match 401K, continuing training, free coffee, relaxation rooms, game rooms, company events). Values innovative thinking, excellent communication, on-your-feet problem-solving, team collaboration. Role integral to success, helping create innovative solutions. 2. Role description: Senior Account Executive/Sales Executive of Insurance Vertical develops relationships with independent insurance agencies, etc. 3. Key job functions (list). 4. Additional duties (confidentiality, policies, attendance, other duties). 5. Requirements: at least two years inside sales or call center experience, preferably performance-driven, etc. 6. Preferred Skill & Experience list. 7. Position Details: full-time hourly (40 hrs/week), on-site Tampa FL office address. 8. Pay: $30-$32 per hour, incentive compensation. 9. Benefits and Perks: list. We need to map to sections. About the role: could include intro about IDIQ and role overview (maybe first paragraph plus role description). But we must not duplicate content elsewhere. If we put role description in About the role, then Responsibilities section would be duplicate. Better to split: About the role: company overview and maybe high-level role purpose. Responsibilities: detailed duties (key job functions + additional duties). Requirements: minimum qualifications (years experience, etc.). Qualifications: maybe preferred experience (credit reporting, financial services background, Microsoft Office). Skills: preferred skill & experience list. Benefits: benefits. Pay: pay. Schedule: schedule/hours. We must ensure we don't leave any substantive info unused. Let's draft: About the role: include IDIQ description (award-winning, fastest-growing, brands, Inc 5000, generous benefits, values). Also maybe mention that the role is integral to company's success, helping create innovative solutions. That's from "In this role, you are an integral part of our company’s success, helping create innovative solutions that serve our members’ needs." That's substantive. Responsibilities: include the role description paragraph (Senior Account Executive...), plus the key job functions list, plus additional duties (confidentiality, policies, attendance, other duties). We'll combine into a
  • list? The instructions: Use
    • for any list of duties/requirements/benefits, and

      for prose. So we can have prose paragraphs for role description, then a

      for the list of duties. Additional duties could be part of same list or separate list. We'll combine all duty items into one list for simplicity. Requirements: At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations. That's a requirement. Also maybe "Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes." That could be considered requirement or qualification. But we have separate sections for Qualifications and Skills. We need to decide. Qualifications: Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred. Background in financial services