Advisory Sales Account Executive

Ipipeline - Davidson, NC

Full-time - Senior

Davidson, NC

501-1,000 employees

Professional, Scientific, and Technical Services

About the position

The Advisory Sales Account Executive at iPipeline is a pivotal role focused on driving sales of Data and Analytics products within the Wealth and Life Insurance markets. This position requires a consultative approach to establish and manage executive relationships, expand business within existing accounts, and effectively communicate the value of iPipeline's solutions to prospective customers. The role is office-based in the Corporate Exton office and involves a combination of cold calling, account management, and strategic planning to exceed sales quotas.

Responsibilities

• Exceed the sales quota quarterly and annually
• Cold call and prospect into new accounts
• Cross-sell and expand presence in existing accounts
• Develop and manage executive relationships
• Present and demonstrate to customers and prospects
• Develop and own the Account Strategy approach and plan, collaborating with VP of Sales and/or President
• Manage small and large opportunities from start to finish
• Employ a consultative Sales Approach
• Respond to RFPs and other customer requests
• Work with 3rd parties and partners as needed
• Manage a defined territory with a progressive sales approach
• Manage accounts, contacts, and opportunities in Salesforce
• Act as a leader within the company

Requirements

• 15+ years of strong consultative software sales experience with a consistent track record of hitting or exceeding quota
• Experience selling Data and Analytics into wealth and life insurance markets
• Experience in preparing, presenting and demonstrating to an executive audience
• Knowledge of the wealth and life insurance industry
• Demonstrated success closing large, complex sales cycles
• Excellent written and verbal communication skills
• Excellent teamwork skills
• Bachelor's degree
• Proven ability to lead cross-functional teams without formal authority
• Organizing and managing customer expectations and deliverables