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Ipipeline - Exton, PA
posted about 2 months ago
About the position
The Principal Sales Account Executive at iPipeline is a key role focused on driving sales and establishing relationships with Brokerage General Agency (BGA) accounts. This position requires a consultative sales approach to effectively communicate the value of iPipeline's services, manage executive relationships, and exceed sales quotas. The role is integral to the company's mission of transforming the life insurance and financial services industries through innovative digital solutions.
Responsibilities
- Exceed the sales quota quarterly and annually
- Cold call and prospect into new BGA 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
- 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
- 10+ years of strong consultative insurance/BGA experience with a consistent track record of hitting or exceeding quota
- Experience in preparing, presenting and demonstrating to an executive audience
- Knowledge of the 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
