Insurance Account Executive
Budget / Salary$190,000–190,000
TypeContract
LocationUnited States
Posted5 hours ago
About First Gen Financial
We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision. We unlock capital to empower teams!
About Us
We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision.
The Role
We’re looking for a high-performing Insurance Account Executive who thrives in a fast-paced, performance-driven environment. You’ll lead full-cycle B2B sales from prospecting warm leads and consultative selling to closing and onboarding new accounts, while helping shape the standards and culture of our rapidly expanding sales team.
You’ll build meaningful relationships with business owners and build your book of business which carries enterprise value.
Key Responsibilities
Generate and close new B2B accounts through consultative, solution-based selling
Manage the full sales cycle: prospecting, discovery, pitching, negotiating, and onboarding
Consistently meet or exceed weekly, monthly, and quarterly sales goals
Build and maintain a robust sales pipeline using CRM tools and disciplined processes
Collaborate cross-functionally with Business Development Reps, Customer Success, and
Leadership
Lead with integrity, clarity, and professionalism in every client and team interaction
Serve as a performance model and cultural leader for the growing sales team
What You’ll Do Day-to-Day
Prospect and consult with warm leads and current clients via Zoom and phone
Identify client pain points, communicate tailored financial solutions, and drive enrollment
Enroll multiple new accounts weekly while maintaining high quality and compliance standards
Own your pipeline, track KPIs, and execute consistent, disciplined follow-up
Work closely with BDRs and leadership to ensure smooth client transitions
Participate in call reviews, feedback sessions, and ongoing skill development
Note: Appointments will be booked to your calendar by the team, but you are expected to supplement with your own prospecting.
What Success Looks Like
Within 3 Months:
Booking 2+ qualified appointments daily (while taking 7+ qualified appointments daily)
- Enrolling 2 new accounts per week
Building strong baseline knowledge of our services, compliance, and tax structures
Within 6 Months:
Training to grow into a Partnerships Account Executive
Consistently enrolling 3–5+ accounts per week (200+ total employees onboarded)
Fully owning every stage of the sales process from prospecting to close.
Within 12 Months:
Managing a large book of business (target: 1,000+ W2 employees)
Consistently exceeding KPIs and setting new revenue records
Recognized as a top performer and culture leader on the sales team
Requirements
3+ years of full-cycle B2B sales experience
- Group Insurance Experience
Proven track record of consistently exceeding sales quotas and revenue goals
Strong consultative selling skills, business acumen, and emotional intelligence
Proficiency with CRM systems, pipeline management, and structured follow-up routines
Excellent communication, presentation, and active listening skills
Self-motivated, disciplined, and highly adaptable in a fast-moving startup environment
Who You Are
You’re an A-Player. coachable, driven, and deeply mission-aligned. You thrive on ownership, competition, and personal growth. You embody First Gen’s core values:
Ironclad Integrity: You do the right thing, even when no one is watching.
24-Carat Accountability: You own your outcomes and stay humble when corrected.
Catalyst: You’re a constant learner with curiosity, discipline, and resilience.
Wholehearted: You put relationships before deals and build authentic trust.
You’re not just looking for another sales job you’re seeking a purposeful career where your work directly impacts business owners and their teams.
Compensation OTE $190,000 (Base + Commissions + Equity in book of business)
Originally posted on Himalayas
We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision. We unlock capital to empower teams!
About Us
We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision.
The Role
We’re looking for a high-performing Insurance Account Executive who thrives in a fast-paced, performance-driven environment. You’ll lead full-cycle B2B sales from prospecting warm leads and consultative selling to closing and onboarding new accounts, while helping shape the standards and culture of our rapidly expanding sales team.
You’ll build meaningful relationships with business owners and build your book of business which carries enterprise value.
Key Responsibilities
Generate and close new B2B accounts through consultative, solution-based selling
Manage the full sales cycle: prospecting, discovery, pitching, negotiating, and onboarding
Consistently meet or exceed weekly, monthly, and quarterly sales goals
Build and maintain a robust sales pipeline using CRM tools and disciplined processes
Collaborate cross-functionally with Business Development Reps, Customer Success, and
Leadership
Lead with integrity, clarity, and professionalism in every client and team interaction
Serve as a performance model and cultural leader for the growing sales team
What You’ll Do Day-to-Day
Prospect and consult with warm leads and current clients via Zoom and phone
Identify client pain points, communicate tailored financial solutions, and drive enrollment
Enroll multiple new accounts weekly while maintaining high quality and compliance standards
Own your pipeline, track KPIs, and execute consistent, disciplined follow-up
Work closely with BDRs and leadership to ensure smooth client transitions
Participate in call reviews, feedback sessions, and ongoing skill development
Note: Appointments will be booked to your calendar by the team, but you are expected to supplement with your own prospecting.
What Success Looks Like
Within 3 Months:
Booking 2+ qualified appointments daily (while taking 7+ qualified appointments daily)
- Enrolling 2 new accounts per week
Building strong baseline knowledge of our services, compliance, and tax structures
Within 6 Months:
Training to grow into a Partnerships Account Executive
Consistently enrolling 3–5+ accounts per week (200+ total employees onboarded)
Fully owning every stage of the sales process from prospecting to close.
Within 12 Months:
Managing a large book of business (target: 1,000+ W2 employees)
Consistently exceeding KPIs and setting new revenue records
Recognized as a top performer and culture leader on the sales team
Requirements
3+ years of full-cycle B2B sales experience
- Group Insurance Experience
Proven track record of consistently exceeding sales quotas and revenue goals
Strong consultative selling skills, business acumen, and emotional intelligence
Proficiency with CRM systems, pipeline management, and structured follow-up routines
Excellent communication, presentation, and active listening skills
Self-motivated, disciplined, and highly adaptable in a fast-moving startup environment
Who You Are
You’re an A-Player. coachable, driven, and deeply mission-aligned. You thrive on ownership, competition, and personal growth. You embody First Gen’s core values:
Ironclad Integrity: You do the right thing, even when no one is watching.
24-Carat Accountability: You own your outcomes and stay humble when corrected.
Catalyst: You’re a constant learner with curiosity, discipline, and resilience.
Wholehearted: You put relationships before deals and build authentic trust.
You’re not just looking for another sales job you’re seeking a purposeful career where your work directly impacts business owners and their teams.
Compensation OTE $190,000 (Base + Commissions + Equity in book of business)
Originally posted on Himalayas
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