- Build a qualified pipeline of insurance agencies from day one.
- Run the full sales cycle using established discovery and demo frameworks.
- Close new agency accounts to demonstrate firsthand command of the sales process.
- Lead, coach, and develop a team of 5+ Account Executives focused on new agency acquisition.
- Identify performance gaps and diagnose root causes across process, skill, and pipeline.
- Administer rep recognition programs and SPIFF reporting.
- Lead the team through the OKR process, connecting individual goals to company targets.
- Execute and reinforce consultative discovery framework across the full team.
- Ensure reps can execute every stage: opening and agenda-setting, catalyst discovery, strategic qualification, deep problem exploration, platform demo, and closing with commitment.
- Identify, nurture, and develop relationships with insurance agents and agency leaders.
- Attend industry conferences and participate in meetings with district managers and sales leaders to build pipeline and market presence.
- Set proper expectations with customers and collaborate with internal teams to deliver on them.
- Own pipeline management and hygiene in Close CRM.
- Deliver accurate weekly forecasts and surface risk early.
- Report key metrics to VP of Revenue: pipeline created and velocity, conversion rates by stage, win/loss rates, average deal size and sales cycle length, rep-level activity and quota attainment, and forecast accuracy.
CRM