colibrigroup - Colibri Group - Account Executive, Insurance
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Requirements
• An experienced and energetic sales executive with a strong hunter mindset and proven track record of driving high growth against ambitious targets • A strategic thinker with solid experience breaking into new accounts and selling/negotiating at the C-level • Someone with deep understanding of the insurance and/or financial services landscape, including competitive offerings, software solutions, and their place in the market • A trusted partner who understands customer goals, industry language, and can navigate complex organizational structures to build relationships across all levels • An excellent communicator with strong written and oral presentation skills, including the ability to present to large audiences and translate business needs into solutions • A self-motivated professional with strong managerial, analytical, organizational, and project management skills • 10+ years of B2B sales, account management, or business development experience in strategic or key account roles • Proven track record of managing strategic accounts, driving revenue growth, and exceeding sales targets • Experience in insurance, financial services, professional services, or related industries • Strong understanding of the continuing education, professional development, or compliance training landscape • Demonstrated ability to navigate complex organizational structures and build relationships across all levels • Excellent communication, presentation, and interpersonal skills with the ability to translate business needs into solutions • Self-motivated with a strong hunter mindset and ability to identify and pursue new business opportunities • Bachelor's degree in Business, Sales, Marketing, or related field (or equivalent professional experience) • Willingness to travel as business needs require
Responsibilities
• Responsible for new client acquisition and long-term account management for LAH Insurance Licensing, Property & Casualty Insurance Licensing, and Insurance CE Sales; own a defined book of business and deliver against annual new revenue objectives • Drive new business development through strategic prospecting, cold-calling, research, and networking to break into new accounts and expand market reach • Conduct daily sales activities including scheduling appointments, presenting solutions (virtual and in-person), providing product demonstrations, and supplying product quotes • Build and maintain client relationships through timely follow-up (including 24-hour response on inbound and marketing-sourced leads) and continuous communication on product changes and enhancements • Collaborate with sales leadership, client services, and operational partners to support account planning, client retention, business growth strategies, and maintain accurate customer records • Actively attend industry events, trade shows, and relevant conferences as applicable; travel as business needs require to support client-facing opportunities
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