Account Executive - B2B Insurance Sales
70k Base, 140k OTE
Onsite/Field in Dallas, TX 75252
Position Overview
Key Responsibilities
- Responsible for growing our network of independent insurance agencies by prospecting, marketing, and building relationships to recruit new member agencies.
- This role combines strategic business development with consultative selling to help agencies succeed and grow.
- Develop and maintain a high-volume prospect pipeline of start-up agencies, scratch agencies, existing agency owners, and larger opportunity partners.
- Partner with marketing to create and deploy effective materials to generate qualified leads.
- Identify, contact, and engage prospective agencies through calls, in-person visits, field work, and social media.
- Evaluate agency suitability for membership in the network and guide prospects through the onboarding process.
- Negotiate and execute membership agreements as directed by the master agency.
- Maintain accurate documentation of all leads, recruiting activity, and agency interactions in the CRM.
- Participate in team meetings, training, and development opportunities
Qualifications
- Bachelor’s degree in Business, Finance, or related field preferred
- 3-5 years of P&C sales experience
- Preferred background in insurance, B2B sales, or entreprenuership
- Proven track record in commercial insurance sales or strong B2B sales experience with interest in commercial lines
- Strong understanding of commercial insurance products and market dynamics
- Excellent communication, presentation, and interpersonal skills
- Strong organizational and time management abilities
Preferred Qualifications
- Experience working with middle-market accounts
- Existing carrier relationships and market knowledge
- Experience using AMS and Salesforce platforms