Key skills
LeadershipCommunicationAccount ManagementSales
About this role
Role Overview
- 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
Requirements
- 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