About the role
- Develop new business opportunities within the insurance sector (approx. 67% of role)
- Manage and grow a portfolio of existing accounts (approx. 33% of role)
- Drive new revenue streams by upselling existing customers
- Leverage networking, prospecting, and cold calling to build a healthy pipeline
- Deliver effective sales presentations, web-based product demonstrations, and manage contract negotiations
- Achieve or exceed sales goals as set by management
- Navigate long sales cycles (3–18 months on average) with persistence and follow-up
- Maintain accurate records and forecasting in CRM systems
- Work independently while collaborating across internal teams to drive results
Requirements
- Entrepreneurial mindset with ability to create and develop new markets
- Proven B2B sales track record with consistent quota attainment and a stable work history
- Specific track record selling into risk management/loss prevention groups at Insurance companies
- Experience with outbound prospecting and cold calling
- Strong written and verbal communication skills with ability to present to high-level decision-makers
- Teachable and adaptable, with a growth-oriented mindset
- Bachelor’s degree in Sales, Business Administration, or related field preferred
- 4–8 years of B2B sales experience required
- Familiarity with CRM software preferred
- Industry knowledge or experience in insurance and/or risk management
- Friendly, open, and casual work environment
- Comprehensive benefits package effective the first of the month after hire
- Matching 401(k) retirement plan
- Healthy work-life balance with flexible work arrangements and generous time off
- Generous referral incentive program
- Tuition Reimbursement Program
- Pet Insurance
- OnePass Gym/Wellness Discount Program
- Calm Health-Employee Membership
- Company social events
- Employee Resource Groups
- Philanthropic opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salesquota attainmentoutbound prospectingcold callingsales presentationscontract negotiationsCRM systemsforecasting
Soft skills
entrepreneurial mindsetstrong written communicationstrong verbal communicationteachableadaptablegrowth-oriented mindsetpersistencecollaboration