Role Description The Account Executive, Credit Unions is a part-time, on-site role based in Westmont, IL. This role focuses on developing and managing relationships with credit unions to promote LifeQuotes.com’s insurance offerings and drive new business. Day-to-day responsibilities include prospecting and outreach to credit unions, conducting product presentations and training, coordinating marketing campaigns, and serving as a primary contact for partner inquiries. The Account Executive will track performance metrics, prepare activity and sales reports, collaborate with internal teams on lead generation and service issues, and ensure a high level of partner satisfaction. This position requires consistent in-person interaction with partners and team members to support growth and retention efforts.
Qualifications
- Business development and account management skills, including experience building and maintaining partner relationships, preferably with financial institutions or credit unions.
- Sales and negotiation skills with a track record of meeting or exceeding performance targets in an insurance, financial services, or related environment.
- Communication and presentation skills, with the ability to explain insurance concepts clearly, conduct training sessions, and deliver persuasive proposals.
- Organizational and analytical skills, including proficiency with CRM tools, basic data analysis, and preparation of reports and forecasts.
- Knowledge of insurance products (life, health, auto, home, business) or strong willingness to learn, supported by an interest in consumer financial education.
- Ability to work on-site in Westmont, IL on a part-time schedule, manage multiple accounts simultaneously, and collaborate effectively with cross-functional teams.
- Preferred qualifications: prior experience in insurance or financial services, familiarity with credit union operations, and relevant licenses as required by state regulations.