Account Executive

• Establish and expand partnerships with brokerages within assigned territory (saturate market with Beam’s presence).
• Support national broker partners and general agency partnerships where applicable.
• Use cold calling, email campaigns, web conferencing, and in-person networking to build trust and educate brokers.
• Attend events and networking opportunities to deepen relationships and expand Beam’s presence.
• Develop and execute a balanced strategy prioritizing quality interactions and driving volume through new proposals.
• Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets.
• Prospecting, lead generation, qualifying opportunities, scheduling appointments, delivering presentations, developing solutions and proposals.
• Forecasting, pipeline management, overcoming objections, and maintaining accurate sales data.
• Execute Beam's repeatable sales process to rapidly develop new markets using high-activity tactics.
• Stay informed about new product and feature launches and ensure broker partners are up-to-date.
• Track and analyze activity and sales metrics; collaborate with sales leadership to identify trends.
• Use Salesforce to track opportunities, leads, activities, forecasts, and related data.

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