Account Executive (Broker Segment)
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Andesa ServicesFinancial Technology
Allentown, Pennsylvania, United StatesFull-TimeSenior
SalaryStarting base salary range of $100,000-$150,000 depending on experience level with an annual on-target earnings (OTE) of $200,000-$300,000
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Job Details
- Experience
- 5+ years
- Required Skills
- Account ManagementCRM
Requirements
- 5+ years in enterprise sales or account management, with a strong track record of new business generation.
- Strong consultative selling skills and the ability to translate complex plan design and tax concepts into clear business value.
- Excellent presentation, negotiation, and written communication skills.
- Proven ability to build long-term, B2B relationships and partnerships.
- Strong business acumen in sales planning, forecasting, and execution.
- Willingness to travel approximately 25–40% of time for broker visits, client meetings, and industry events.
- Bachelor’s degree required.
Responsibilities
- Execute a broker-focused go-to-market strategy targeting Advanced Markets and NQDC distribution partners.
- Conduct proactive outbound outreach to generate new opportunities.
- Lead prospects through the full sales cycle including discovery, solution alignment, demos, proposals, and contracting.
- Build and manage a pipeline of broker relationships to drive new business.
- Own RFP/RFI responses while coordinating with cross-functional contributors.
- Represent the company at industry events, conferences, and broker-focused forums.
- Maintain accurate pipeline data, forecasting, and activity tracking within the CRM.
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