Account Executive
New
A
AndesaFinancial services software
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
SalaryStarting base salary range of $120,000-$170,000 with performance‑driven variable compensation
Apply NowOpens the employer's application page
Job Details
- Experience
- 7+ years in enterprise sales or account management
- Required Skills
- NegotiationAccount ManagementCRM
Requirements
- 7+ years in enterprise sales or account management.
- A strong track record of new business generation.
- Strong consultative selling skills and 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 the time for broker visits, client meetings, and industry events.
- Bachelor’s degree required.
- Experience in executive benefits, NQDC plans, retirement plan administration, life insurance-funded executive benefit strategies, or high-net-worth financial planning is a plus.
- Knowledge of Advanced Markets non-qualified plan administration, ERISA, IRC Section 409A, and deferred compensation tax and regulatory frameworks is a plus.
- Experience selling Enterprise SaaS or technology-enabled services into broker or consultant channels is a plus.
Responsibilities
- Execute a broker-focused go-to-market strategy targeting Advanced Markets and NQDC distribution partners.
- Develop account plans for high-value brokers, consultants, and strategic prospects.
- Conduct outbound outreach, including cold calls, email sequences, and event-based networking.
- Research broker firms, market trends, and client needs to identify opportunities and position Andesa’s solutions.
- Lead prospects through discovery, solution alignment, demonstrations, proposals, contracting, and handoff to implementation.
- Educate brokers and their plan sponsor clients on NQDC plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions.
- Coordinate internal teams on solution scoping, demonstrations, pricing strategies, proposals, and RFP/RFI responses.
- Provide market intelligence to Product and leadership and represent Andesa at industry events and broker-focused forums.
- Maintain CRM pipeline data, forecasting, and activity tracking while meeting sales quotas and activity targets.
View Full Description & ApplyYou'll be redirected to the employer's site
