SMB Account Executive

SMB Account Executive (Inbound Sales – Brokers & Small Businesses)

About the Role:
Take Command is growing fast, and so is the demand for our innovative health insurance solutions. As an SMB Account Executive, you’ll play a key role in responding to inbound leads from small to medium-sized businesses and benefit consultants (brokers) who are interested in our platform. This is a consultative, high-impact sales role focusing on meaningful educational conversations.

You’ll guide business owners and brokers through the buying journey: listening, educating, answering questions across phone, email, and Zoom, ultimately helping them adopt our platform. Additionally, you’ll help shape the future of our sales process by providing feedback and ideas for improvement.

Start-Up Energy, Steady Momentum: We’ve been around long enough to have a proven product and strong market demand—but we still operate with a startup mindset. That means you’ll be joining a fast-moving, collaborative team that’s not afraid to rethink processes, test new ideas, and continuously improve. Your voice matters here. If you see a better way to do something, we want to hear it—and we’ll likely ask you to help us build it.

What You’ll Do:

• Handle inbound leads from our website, broker partners, and marketing campaigns.
• Educate and consult with small business owners and benefit consultants to uncover needs and recommend solutions.
• Create tailored proposals, follow up on opportunities, and guide leads through the buying process to close deals via phone, email, and zoom meetings with professionalism and enthusiasm.
• Develop and maintain relationships with benefits consultants to strengthen our broker partnerships.
• Collaborate with our Sales, Growth, and Marketing teams to continuously improve our lead response, messaging, and strategy.
• Contribute insights to help us refine our sales collateral, tools, and overall experience.
• Maintain accurate records in our CRM (HubSpot), tracking communications and pipeline progress.
• Consistently achieve target close rates based on lead source, supported by a proven sales process and comprehensive training program designed to set you up for success.

What We’re Looking For:

• 1–2 years of experience in customer service, inside sales, or sales development—preferably in a SaaS or tech-enabled environment.
• Strong verbal and written communication skills with a talent for active listening.
• Ability to understand nuanced client needs and tailor recommendations accordingly.

• Knows how to ask the right questions to get beyond the surface and uncover hidden client needs through thoughtful, open-ended conversations.

• Proficiency in CRM systems (HubSpot preferred).
• Strong problem-solving and follow-through skills.
• A self-starter mindset with great time management and organizational abilities.
• Comfortable working independently but excited to collaborate with a team.

Bonus Points For:

• Experience working with brokers, consultants, or in the benefits/insurance space.
• Previous consultative sales training or experience.
• Enthusiasm for health insurance reform and helping small businesses thrive.
• A knack for simplifying complex topics in a clear, approachable way.

What You Can Expect from Us:

• Licensing Support: We’ll help you earn your health insurance license—we cover the cost and provide guidance.
• Mission-Driven Culture: We’re passionate about solving tough problems for small businesses and enjoy building a team that cares.
• Growth Opportunity: Your feedback and ideas matter—we want teammates who are excited to grow with us.
• Supportive Environment: You’ll be coached, encouraged, and celebrated as you learn and develop your craft.

Join a team that’s transforming the way small businesses and brokers navigate health benefits—and have fun doing it.
Apply today and help us make health insurance more human.

Compensation: $80,000 OTE ($50,000-$60,000 base salary + $20,000 variable)