Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
Formulate strategic deal models and cultivate substantial, intricate partnerships
Identify and capitalize on new business prospects, driving revenue and fostering sustainable financial growth
Engage and influence senior leadership at major financial institutions, bringing a confident and credible executive presence to every interaction
Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
Foster connections with industry experts for strategic collaborations and business expansion
Collaborate closely with Product and Marketing teams to develop holistic solutions
Tag team with other Insurance and Wealth department members at industry events and joint deals
Benefits
Financial Wellness - Company-sponsored 401(k) retirement plans with up to 4% employer match for US employees
Stock Options - Competitive equity offerings for all employees to share in the success of the company
Parental Leave - Paid leave for new and expecting parents with flexible extension and return to office options
Bereavement Care - Flexible leave and premium access to the Empathy platform for employees, friends, and family dealing with loss
Premium Healthcare - Medical insurance with an option for $0 deductible & monthly payment, plus vision and dental benefits
Paid Time Off - Four weeks of paid vacation time, in addition to federal holidays and paid sick leave- Proven track record of surpassing quotas in high-growth sales environments
Willingness to travel across the U.S. (approximately 15% travel)
Ability to confidently present to — and build trust with — C-level executives at Fortune 500 firms, with the presence and polish to influence strategic decision-making at the highest levels
Profound understanding of U.S. Insurance and Wealth products/services and claims decision-making processes
3+ years of experience in hands-on business development work, from value creation to contract negotiation, funnel creation, and opportunity management
5+ years of successful sales experience within a SaaS organization, preferably selling into financial or insurance institutions
Demonstrated success in navigating complex, enterprise-level sales cycles involving multiple stakeholders, and averaging high six-figure ACV agreements
Familiarity and experience applying and running a MEDDIC or MEDDPIC sales methodology
Strong understanding of Insurance and Wealth agents’ needs and pain points
Experience working with Insurance and Wealth organizations
Familiarity with platforms such as Salesforce and Gmail