Sales Executive - Insurance

Job description

The Senior Account Executive/Sales Executive of the Insurance Vertical develops relationships with independent insurance agencies and other industry entities, positioning them as potential IDIQ channel partners. Using a multi-channel outbound approach, they drive discovery conversations with agency decision-makers and manage the relationship from initial contact through to the completed discovery call. As deals progress, the Sr. Account Executive shadows and supports the close and agent-adoption onboarding, gaining hands-on experience with the full cycle. This foundation sets them up to assume full deal ownership as the channel grows and their track record builds. Key job functions include: Conduct research to identify and qualify prospective partners beyond leads provided by management. Utilize consultative selling approaches such as S.P.I.N. Selling or the Challenger Sales methodology to uncover business challenges, educate prospects, and guide them toward value-based solutions. Execute 25-30 meaningful outbound touches per day across a multi-channel cadence (email, phone, text, LinkedIn, video) targeting prospective agencies and other industry partners. Schedule and run discovery calls with decision-makers, targeting 4-6 scheduled discovery calls per week. Shadow and support the proposal, close, and agent-adoption onboarding process on self-originated deals to build full-cycle ownership. Report on pipeline status of prospective partners to management, tracked through each stage as defined by our CRM. Assist marketing entities through the partner activation process. Demonstrate relentless pipeline discipline and thorough activity documentation while maintaining efficient, accurate workflows within the company CRM. Become an expert in IDIQ products, benefits, and functionality to represent the offering credibly in early-stage agency conversations. Additional duties Able to handle and maintain strict confidentiality of sensitive consumer information in compliance with applicable privacy and data protection regulations. Must follow all company policies and procedures regarding data privacy and protection and data loss prevention. Regular and predictable attendance is required. Performs other job-related duties and responsibilities as may be assigned from time to time. At least two years of inside sales or call center experience, preferably in a performance-driven environment involving customer needs analysis or solution-based conversations. Proven experience leveraging and applying consultative sales methodologies such as S.P.I.N. Selling and the Challenger Sales approach to uncover customer needs and drive solution-focused outcomes. Prior experience or exposure to credit reporting, identity theft protection, or related consumer-financial products highly preferred. Background in financial services (e.g., mortgage/real estate, insurance, financial planning, banking, employee benefits, tax advising) strongly preferred due to the need for business acumen and value-based conversation skills. Proficiency in Microsoft Office programs (Excel, Word, Outlook, PowerPoint), with the ability to leverage these tools for communication, reporting, and sales performance tracking. Preferred Skill & Experience: Strong telephonic and electronic communication skills and etiquette. Familiarity with CRM systems and practices. Strong willingness to learn, incorporate coaching, and adapt quickly to the sales process. Strong customer-focused mindset. Established track record of reliability and good attendance. Ability to envision and communicate the big picture in an inspiring way. Demonstrated ability to quickly and proficiently understand and absorb new information. Strong communication and cross-functional skills with the ability to engage, listen, and collaborate with internal departments and external stakeholders. Collaborative with the ability to structure mutually beneficial partnerships. Ability to be discrete and maintain confidential information. Ability to multitask with a high volume of tasks. Flexibility to handle rapid and frequent change and interest in taking on new tasks. Thrive in a fast-paced environment and possess a high level of intellectual curiosity. Operates with a high degree of independence, identifying and pursuing priorities without being prompted while actively contributing innovative solutions and ideas that push the company forward. Position Details: This is a full-time hourly position (40 hours/week). This is an on-site position working in our Tampa, FL, office (4904 Eisenhower Blvd South Suite 100, Tampa, FL 33634). Pay: The pay range for this position is $30.00-$32.00 per hour. The actual compensation offer will carefully consider a wide range of factors including your skills, qualifications, and experience. This position is eligible for incentive compensation. Benefits and Perks: IDIQ makes available comprehensive benefits including: Medical: 100% of base benefits for employees and 50% for dependents Dental: 50% for of base benefits for employees and dependents Vision: 50% for of base benefits for employees and dependents $25,000 company paid life insurance Short-term disability Long-term disability 11 paid holidays Vacation time off (VTO) Paid sick time (STO) 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants Benefits and Perks: IDIQ makes available comprehensive benefits including Medical: 100% of base benefits for employees and 50% for dependents Dental: 50% for of base benefits for employees and dependents Vision: 50% for of base benefits for employees and dependents $25,000 company paid life insurance Short-term disability Long-term disability 11 paid holidays Paid time off 401k program with employer match. AAP/EEO Statement: Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants. The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law. Supervisory: No supervisory responsibilities. Business Office Environment: This position operates in a professional office setting. The environment includes the use of standard office equipment such as computers, phones, and printers. Noise levels range from low to moderate and may increase during periods of high activity, or team collaboration. The position may require sustained periods of concentration, handling multiple priorities, or meeting deadlines, which may contribute to moderate stress at times. The employee should be able to work effectively in this type of environment and adapt to occasional fluctuations in workflow or office conditions. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with members, stakeholders, and colleagues and must be able to exchange accurate information clearly and effectively. The employee frequently remains in a stationary position for extended periods of time and occasionally moves about the workspace. The role also requires constant operation of a computer or other office equipment. The employee may be required to push, pull, or otherwise move up to 10-30 pounds of various equipment. Duties may include, but are not limited to, repetitive tasks such as operating a computer keyboard and mouse while primarily maintaining a stationary position and occasionally moving about an assigned work area. Privacy Notice for California Employees and Applicants IDIQ is an award-winning company looking for talented individuals to join the team. We are passionate about fostering your unique skills, supporting your career goals and creating an exceptional work environment while providing outstanding solutions that our members trust. IDIQ® is recognized as one of the fastest-growing industry leaders in identity theft protection and credit report monitoring. The IDIQ flagship brand is IdentityIQ® , offering real-time fraud alerts and credit report information to not only protect but also educate consumers. Popular IDIQ brands also include MyScoreIQ® for financial health and protection; Credit & Debt® , a credit and debt education-based membership platform; and IDIQ® Pre-Paid Legal Services℠ , a leading provider of voluntary employee benefits. As one of the fastest growing companies in the United States with consecutive spots on the prestigious Inc. 5000 list, we provide award-winning services and a positive work environment. We offer generous benefits such as paid vacation time, paid volunteer leave, health insurance, employer-match 401(K) contributions, continuing training opportunities and more. We also provide our staff with unending free coffee, relaxation rooms, game rooms and company events. We value innovative thinking, excellent communication skills, on-your-feet problem-solving and a penchant for team collaboration. In this role, you are an integral part of our company’s success, helping create innovative solutions that serve our members’ needs. If you are looking to join a growing company and work among talented peers, we encourage you to apply today!