Advisory Sales Account Executive

Posted on Sep 28, 2024 by iPipeline
Davidson, NC
Sales
Immediate Start
Annual Salary
Full-Time
Overview:

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized  as a repeat winner of various industry  awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as  a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities:

The Software Sales Account Director is a geographically based pursuing role dedicated to drive and sell iPipeline’s Data and Analytics products in the Wealth and Life Insurance markets. The position calls for a consultative solution salesperson who can establish and manage executive relationships, land, and expand within new accounts, understand our solution offerings value proposition and be able to relate this clearly to prospective customers in alignment with their company goals, objectives and initiatives. This person will sit in our Corporate Exton office. 

Account Director is expected to: 

Exceed the sales quota quarterly and annually 

Determinedly cold call and prospecting 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 

Sell past “No” 

Manage a defined territory with a progressive sales approach 

Manage accounts, contacts, and opportunities in Salesforce 

Act as a leader within the company 

Qualifications:

Desired Skills and Experience 

Must have 15+ years of strong consultative software sales experience with a consistent track record of hitting or exceeding quota 

Must have 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 



Reference: 202650504

https://jobs.careeraddict.com/post/95643817

Advisory Sales Account Executive

Posted on Sep 28, 2024 by iPipeline

Davidson, NC
Sales
Immediate Start
Annual Salary
Full-Time
Overview:

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized  as a repeat winner of various industry  awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as  a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities:

The Software Sales Account Director is a geographically based pursuing role dedicated to drive and sell iPipeline’s Data and Analytics products in the Wealth and Life Insurance markets. The position calls for a consultative solution salesperson who can establish and manage executive relationships, land, and expand within new accounts, understand our solution offerings value proposition and be able to relate this clearly to prospective customers in alignment with their company goals, objectives and initiatives. This person will sit in our Corporate Exton office. 

Account Director is expected to: 

Exceed the sales quota quarterly and annually 

Determinedly cold call and prospecting 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 

Sell past “No” 

Manage a defined territory with a progressive sales approach 

Manage accounts, contacts, and opportunities in Salesforce 

Act as a leader within the company 

Qualifications:

Desired Skills and Experience 

Must have 15+ years of strong consultative software sales experience with a consistent track record of hitting or exceeding quota 

Must have 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 


Reference: 202650504

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