Account Executive

• Execute a broker‑focused go‑to‑market strategy and sales process targeting Advanced Markets and NQDC distribution partners
• Develop account plans for high‑value brokers, consultants, and strategic prospects
• Conduct proactive, outbound outreach — including cold calls, email sequences, and event‑based networking — to generate new opportunities
• Research broker firms, market trends, and client needs to identify whitespace and position Andesa’s solutions effectively
• Establish strong relationships with key decision‑makers and influencers across target firms
• Lead prospects through the full sales cycle: discovery, solution alignment, demos, proposals, contracting, and handoff to implementation
• Build and manage a pipeline of broker relationships, driving new business and expanding existing partnerships.
• Educate brokers and their plan sponsor clients on our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions.
• Tackle technical validation or software demonstrations of Andesa’s platforms and articulating how they modernize operations in Advanced Markets and unlock value for brokers
• Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals
• Own RFP/RFI responses, coordinating cross‑functional contributors to deliver complete and timely submissions
• Identify opportunities to expand Andesa’s presence within broker networks and adjacent markets
• Provide market intelligence to Product and leadership teams to inform roadmap priorities and platform enhancements
• Represent Andesa at industry events, conferences, and broker‑focused forums
• Collaborate with Marketing and Customer Success to ensure alignment across the broker channel
• Meet or exceed established sales quotas and activity targets
• Develop and refine pricing strategies across markets and product types
• Maintain accurate pipeline data, forecasting, and activity tracking within the CRM

TCP

Account Executive, Broker Segment