Illinois Mutual

Account Executive

• Engage inbound sales inquiries and proactively move opportunities forward through discovery conversations and providing expertise on products, concepts, illustrations, systems, and resolution of issues impacting sales progress.
• Conduct outbound calls focused on near-term sales opportunities to quickly advance deals to the next sales stage.
• Partner with the Senior Account Executive to support territory goals and ensure coordinated agent outreach.
• Build and maintain strong day-to-day relationships with agents and agencies.
• Effectively move opportunities through the sales funnel and toward close.
• Identify opportunities to cross-sell and upsell products or riders to meet agent and client needs.
• Utilize CRM software to document interactions, track opportunities, and maintain accurate agent records.
• Coordinate with underwriting, onboarding, and case management to ensure smooth execution and issue resolution.
• Maintain strong product knowledge in individual life and disability income insurance.
• Stay informed on system tools, sales processes, and internal workflows to support agent efficiency.