Account Executive

Account Executive

The James Allen Companies Inc.

Full job description

Job Description:

Our client is seeking a professional and motivated Account Executive to manage and help grow relationships within our existing national accounts. Our client purchases distinct life insurance assets through a variety of sources including consumers, financial advisors, and insurance agents through B2B education. Our capital partners for these investments include institutional investors, hedge funds and pension funds. The ideal candidate should possess strong sales, interpersonal, and organizational skills. The ideal candidate should have life insurance industry contacts. They should be comfortable with multitasking and be able to budget their resources to meet the assigned quotas for this role.

Responsibilities:

  • Consistently contact, build, and maintain Financial Advisor relationships
  • Track and record metrics throughout sales process
  • Meet and exceed financial goals
  • Understand and keep up to date with industry and competitive landscape knowledge
  • Some light travel for industry conferences and meetings

Qualifications:

  • Bachelor’s degree preferred but not required
  • Strong written and verbal communication skills
  • Strong organizational skills
  • Proficiency in Microsoft Office
  • Ability to harness financial data to make and communicate sales decisions
  • 2-14, 2-15 Life Insurance experience and license preferred, but not required
  • Max. file size: 100 MB.
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