Account Executive; Executive Benefits Consultant; Business Development Executive; Broker Consultant; Director of Investment Consulting

Andesa is the leading provider of policy and plan administration solutions in the Advanced Markets space, and they are seeking an Account Executive focused on the broker segment. This role involves identifying, engaging, and converting new business opportunities while building relationships with brokers and distribution partners.

Responsibilities:

• Execute a broker‑focused go‑to‑market strategy and sales process targeting Advanced Markets and NQDC distribution partners
• Develop account plans for high‑value brokers, consultants, and strategic prospects
• Conduct proactive, outbound outreach — including cold calls, email sequences, and event‑based networking — to generate new opportunities
• Research broker firms, market trends, and client needs to identify whitespace and position Andesa’s solutions effectively
• Establish strong relationships with key decision‑makers and influencers across target firms
• Lead prospects through the full sales cycle: discovery, solution alignment, demos, proposals, contracting, and handoff to implementation
• Build and manage a pipeline of broker relationships, driving new business and expanding existing partnerships
• Educate brokers and their plan sponsor clients on our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions
• Tackle technical validation or software demonstrations of Andesa’s platforms and articulating how they modernize operations in Advanced Markets and unlock value for brokers
• Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals
• Own RFP/RFI responses, coordinating cross‑functional contributors to deliver complete and timely submissions
• Ability to communicate Andesa’s value proposition clearly and persuasively
• Identify opportunities to expand Andesa’s presence within broker networks and adjacent markets
• Provide market intelligence to Product and leadership teams to inform roadmap priorities and platform enhancements
• Represent Andesa at industry events, conferences, and broker‑focused forums
• Collaborate with Marketing and Customer Success to ensure alignment across the broker channel
• Meet or exceed established sales quotas and activity targets
• Develop and refine pricing strategies across markets and product types
• Maintain accurate pipeline data, forecasting, and activity tracking within the CRM

Requirements:

• 7+ years in enterprise sales or account management, with a strong track record of new business generation
• Strong consultative selling skills and the ability to translate complex plan design and tax concepts into clear business value
• Excellent presentation, negotiation, and written communication skills
• Proven ability to build long‑term, B2B relationships and partnerships
• Strong business acumen in sales planning, forecasting, and execution
• Willingness to travel approximately 25–40% of time for broker visits, client meetings, and industry events
• Bachelor's degree required
• Demonstrated success in one or more of the following: executive benefits, NQDC plans, retirement plan administration, life insurance–funded executive benefit strategies, or high-net-worth financial planning
• Knowledge of Advanced Markets non‑qualified plan administration
• Experience selling Enterprise SaaS or technology‑enabled services into broker or consultant channels
• Existing relationships within the Advanced Markets or NQDC broker ecosystem
• Working knowledge of ERISA, IRC Section 409A, and the tax and regulatory frameworks governing deferred compensation
• Direct experience selling to—or selling through—insurance brokers, benefits consultants, RIAs, or wirehouse advisors
• Background in complex, multi-threaded B2B sales cycles with multiple stakeholders
• Familiarity with plan administration, policy administration, or related operational workflows