Logo for AgencyBloc

Account Executive, MM

Role overview

Qualifications

  • Bachelor’s degree in Business, Communications or related field desirable
  • 1-3 years of successful sales experience ideally in a SaaS B2B selling environment
  • High level of comfort with technology
  • Knowledge of Health and Life Insurance industry preferred

Responsibilities

  • Perform outbound prospecting activity (40-50 calls per day) to generate, manage, and grow a pipeline of qualified prospects
  • Handle all aspects of the sales effort from prospecting to handoff
  • Achieve monthly, quarterly, and annual sales targets
  • Maintain a clean pipeline and accurately forecast revenue

Key facts

Other skills

  • Sales
  • Decision Making
  • Forecasting
  • Troubleshooting (Problem Solving)
  • Collaboration
  • Communication
  • Social Skills
  • Active Listening
  • Self-Motivation

About the company

AgencyBloc logo

AgencyBloc

Computer Software / SaaS

The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers recommend. In 2008, “AgencyBloc” the brand was born, and the very first life and health insurance agencies began using our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system. Today, AgencyBloc is the #1 Recommended Insurance Industry Growth Platform with 6,500+ customers across multiple solutions within the platform.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size51 - 200

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Description

AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other.


Requirements

Summary: 

The Account Executive, MM will be responsible for producing new revenue in our Mid Market Business segment. You will identify, source, and close prospects who have a Business Problem we can solve with our technology. 

You will be a trusted advisor and use your understanding of your prospect’s problems and to make recommendations that solve those unique challenges. The role requires the ability to diagnose a prospects issue and help them look at their business from a new vantage point. As a member of the Inside Sales Team you will have the opportunity to gain valuable sales experience with a collaborative approach and support from our Marketing and Sales Teams. 

Responsibilities: 

● Perform outbound prospecting activity (40-50 calls per day) to generate, manage, and grow a pipeline of qualified prospects. 

● Handle all aspects of the sales effort from prospecting to handoff. 

● Achieve monthly, quarterly, and annual sales targets. 

● Ability to diagnose client problems and guide customers through the decision-making process. ● Maintain a clean pipeline and accurately forecast revenue. 

● Support ongoing product and market development. 

● Be able to represent AgencyBloc in various company or industry functions. ● Stay informed on industry and competitor trends. 

● Additional duties as assigned to you by your manager. 

Skills/Education/Experience: 

● Curious mindset, with the ability to ask the ‘why’ - multi-layered questions. ● Bachelor’s degree in Business, Communications or related field desirable 

● 1-3 years of successful sales experience ideally in a SaaS B2B selling environment. ● High level of comfort with technology. 

● Excellent interpersonal skills (Written and Oral Communication, Listening). ● Collaborative approach and coachable mentality. 

● Proven ability to make strong connections and overcome objections. 

● Knowledge of Health and Life Insurance industry preferred. 

● Self-motivated with a true passion to meet and exceed measurable sales goals.

● BONUS: Prior experience selling to multiple personas across all sizes of Insurance Agencies.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.



Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Account Executive Related jobs

Other jobs at AgencyBloc

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.