Sales Account Executive, Agent, Broker

The Institutes

Sales executive growing customer relationships and revenue for The Institutes, a nonprofit risk-management and insurance education organization. Developing strategic account plans and virtual selling opportunities.

Posted 8/6/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales and client management capabilities with a focus on the risk management and insurance industry. Proficient in developing customer-focused solutions and maintaining industry relationships while utilizing strategic thinking and effective communication skills.

Highest-signal resume keywords

Sales ManagementClient Relationship DevelopmentRisk Management Industry ExperienceMicrosoft Office Suite ProficiencyStrategic Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Activity MetricsCustomer-Focused SolutionsVirtual Selling CapabilitiesData AnalysisBusiness Question Formulation

Soft Skills

Strong Communication SkillsInterpersonal SkillsProblem-SolvingCreativityCollaboration

Tools & Technologies

CRM SoftwareMicrosoft WordMicrosoft PowerPointMicrosoft ExcelMicrosoft OutlookMicrosoft Teams

Industry Keywords

Risk ManagementInsurance IndustrySales RevenuesNetworking OpportunitiesIndustry Association Groups

About the role

Key responsibilities & impact

Build and maintain relationships and sales revenues with assigned customers by understanding their needs and developing customer-focused solutions
Focus on organizations and customers where The Institutes can have the most significant impact and garner significant revenue opportunities
Develop virtual selling capabilities relevant to assigned accounts
Use market intelligence, social media, and networking opportunities to develop relationships with prospects, stakeholders, and influencers
Work with local industry association groups to access association membership and corporate customers
Work closely with the President – Agent & Broker Group to achieve overall revenue targets
Record sales activities in CRM in a timely manner and meet or exceed sales activity metrics
Perform other responsibilities and projects as assigned

Requirements

What you’ll need

College degree required
Minimum 5–7 years of successful sales or client management experience
Experience in the risk management and insurance industry strongly preferred
Strong communication and interpersonal skills, including public speaking
Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams)
Willingness to travel required
Ability to develop and maintain strong industry relationships
Ability to retain business, close sales, proactively seek new business, and identify cross-sell opportunities
Strategic thinking, problem-solving, creativity, and innovation
Exceptional oral and written communication skills
Ability to communicate effectively throughout all organizational levels, internally and externally
Ability to identify, observe, and analyze problems and data
Ability to formulate business questions and pursue insights
Ability to evaluate alternatives, risks, and rewards when making decisions
Ability to work collaboratively across organizational boundaries
Ability to maintain continuous communication from a remote/home office
Willingness to do moderate travel throughout the year; weekend travel may be required for conferences and meetings

Benefits

Comp & perks

401(k) plan with company contribution up to 16%
Generous time off package that includes paid vacation, personal, sick, and holidays
Paid maternity and parental leave
Tuition reimbursement
Medical, dental, vision, and prescription coverage
Work-life balance
Friendly, team-focused work environment