Insurance Account Executive

Pluxee Panamá; Madrid; Hybrid; EUR 40,000 - 65,000; Full time

Job summary

Pluxee Panamá is seeking an Insurance Account Executive for mid-sized accounts to drive new business with a consultative, solutions-focused approach. You will engage HR and finance decision-makers, structure tailored proposals, and lead end-to-end deal closure.

The role requires 5+ years in B2B sales, a background in employee benefits or insurance is valued, and fluency in Spanish with professional English. Hybrid work and occasional travel are expected.

Qualifications

• Bachelor's degree in Business, Sales, Economics or related field.
• 5+ years in B2B consultative sales, from qualification to closing.
• Experience managing multiple stakeholders and building relationships with HR/Finance.
• Insurance, employee benefits or financial services background is valuable.
• Fluency in Spanish and professional English required.

Responsibilities

• Prospect and develop mid-sized accounts; build pipeline and engage decision-makers.
• Conduct discovery meetings to identify needs and present tailored proposals.
• Lead negotiations and manage deals through to signature and onboarding.
• Collaborate with sales and account teams to expand opportunities and share best practices.

Skills

Consultative selling

Negotiation

Communication skills

Stakeholder management

CRM tools

Microsoft 365

Education

Bachelor's degree in Business/Sales/Economics

Tools

Salesforce

Job description

At Pluxee, we shape the world of employee benefits and engagement by bringing to life a personalized and sustainable employee experience, at work and beyond.

Permanent Regular

Insurance Account Executive - Mid Accounts

responsible for acquiring new clients by targeting mid-sized companies and positioning Pluxee's digital, SaaS-based solutions as essential tools for improving employee engagement, retention, and satisfaction. This role plays a strategic part in growing the customer base by conducting consultative sales, engaging decision-makers, and converting leads into long-term clients.

OUR NEXT CHALLENGE

Responsibilities:

• 1. Prospecting & Pipeline Development Identify and qualify new business opportunities across mid-sized and small companies, combining direct prospecting with leads generated by Pluxee's sales and account management teams. Conduct structured outreach and discovery activities to engage prospective clients. Maintain a healthy and accurately documented pipeline using Salesforce.
• 2. Consultative Sales Execution Conduct discovery meetings to understand clients' employee benefits needs, with a focus on insurance solutions within Pluxee's integrated offering. Coordinate quotations with insurance partners and internal specialists, and prepare clear, tailored commercial proposals. Present recommendations, handle objections and navigate complex decision-making structures. Own individual sales and conversion targets.
• 3. Negotiation & Deal Closure Collaborate with internal stakeholders and external partners to structure competitive offers. Lead negotiations and manage the sales process through to signature. Ensure a smooth handover to the teams responsible for onboarding and ongoing client management.
• 4. Commercial Collaboration Work closely with Pluxee's sales and account management teams to identify opportunities within new and existing accounts. Support colleagues through commercial training, joint client meetings and practical guidance to help them identify needs and introduce relevant solutions. Coordinate with partners and internal teams to keep opportunities moving and deliver timely proposals.

YOU ARE A MATCH IF...

Education:

Bachelor's degree in Business, Sales, Economics or a related discipline.

Work Experience:

• A proven track record in B2B consultative sales, from opportunity qualification through to negotiation and closure.
• Experience managing multiple stakeholders and building relationships with HR, Finance or other corporate decision-makers.
• A background in insurance (at least 5 years), employee benefits or financial services would be particularly valuable, alongside the ability to learn new solutions quickly.

Skills & Certifications:

• Strong consultative selling, negotiation and communication skills.
• Commercial drive, autonomy and a clear focus on results.
• Ability to translate complex solutions into clear client benefits and compelling proposals.
• Experience using CRM tools for pipeline and opportunity management; Salesforce knowledge is preferred.
• Strong organisational skills and the ability to manage several opportunities simultaneously.
• Confidence working with internal sales teams and external partners.
• Proficiency in Microsoft 365 tools.

Languages:

Fluency in Spanish and professional proficiency in English are required.

Working Conditions:

• Hybrid working environment in line with local policies.
• Collaboration with local business teams, external partners and relevant international stakeholders.
• Occasional travel depending on business needs.

Competencies:

• Prospecting & Opportunity Qualification
• Consultative Selling
• Pipeline & Forecast Management
• Employee Benefits Solution Selling
• Stakeholder & Partner Management
• Negotiation & Closing

Why join Pluxee?

Join an inclusive team

Work at the heart of the community alongside 5,000 experts across 29 countries - we embrace diversity and value uniqueness, fostering a workplace where everyone can thrive.

Turn inspiration into possibility

Get space to try new ideas, experiment and move the world of work forward as you bring new digital experiences - and moments of connection - to millions of people.

Make a positive impact

Touch millions of lives and create meaningful change for people and the world we share, supporting our commitments to diversity, sustainability, and local economies.

Grow with us

Get support you need to take meaningful steps in your career, whether you're performing your work/life balance or learning new skills.