Account Executive - Bilingual (Spanish) Preferred

NCD; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Disability insurance

401(k) with match

WFH allowance

Dev opportunities

Job summary

NCD, a top-tier insurance provider, seeks an Account Executive to onboard, train, and activate new agents, guiding onboarding, training, and best practices. The role supports lead generation, participates in industry events, and gradually assumes higher level account management responsibilities.

You will liaise between Sales and Agent Support to route escalated concerns, aiding production while managing a small portfolio of accounts. Travel to industry events is required and encouraged.

Qualifications

• 2–4 years of experience in sales, account management, or agent support in insurance/healthcare.
• Experience with outbound calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.
• Bilingual in Spanish preferred for communicating with agents.
• Strong interpersonal and communication skills for educating and supporting agents.

Responsibilities

• Conduct outbound calls to onboard new agents and introduce NCD tools and onboarding process.
• Lead generation through outbound calls and contracting with warm leads.
• Represent NCD at industry events to engage potential agents and strengthen brand presence.
• Facilitate onboarding workshops for new agents, in-person or virtual.
• Provide sales enablement by sharing agent success stories and best practices.
• Lead weekly product and training webinars to explain offerings.
• Take ownership of a small portfolio of accounts to support production.
• Perform structured post-event follow-ups to convert leads into contracted agents.
• Run monthly themed call campaigns to gather agent feedback for product improvements.

Skills

Sales experience

Account management

Bilingual Spanish

Public speaking

CRM software

Data tracking

multitasking

Education

Bachelor’s degree in business/Marketing/Communications, or related field

Insurance licenses (Life & Health) preferred

Tools

CRM software

Job description

About this position

Life is too short to work with jerks.

Join our team at NCD, a top-tier insurance provider, consisting of a unique and eclectic group of winners, nerds, and gamers who balance a fun, kind, and thoughtful approach to life with an unwavering commitment to unparalleled member satisfaction. Our ecosystem is rooted in our five core values:Relentless Positivity, Growth Obsessed,Getit Done, Helpful Spirit, and Solution Driven.

We are not just coworkers, but a community, working tirelessly towards 'Spreading the Smile' to our members, agents, and each other. NCD is at the forefront of dental and vision insurance, in partnership with our carrier partners MetLife, VSP, and Zurich. Our continuous growth is a testament to our commitment to delivering outstanding agent and customer satisfaction.

If you are ready to win each day, are eager to grow, and aspire to contribute to an organization that is setting the pace in the industry, then we are looking for you. Together, let’s drive change and take NCD to new heights. Join us and become a vital part of our success story as we continue to transform lives and 'Spread the Smile.

Summary:

The Account Executive plays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with NCD’s products. This role focuses on engaging with newly contracted agents to guide them through onboarding, training, and best practices. Additionally, the Account Executive supports lead generation efforts, works industry events, and gradually takes on higher level account management responsibilities. The Account Executive also serves as a liaison between Sales and Agent Support, ensuring that escalated concerns are routed appropriately.

Location preferred: upper Midwest/north central states (Houston TX, NE, OH, IN, IL, IA, MI)

Essential Duties and Responsibilities:

• Newly Contracted Agent Outreach – Conduct outbound calls to introduce new agents to NCD’s tools, resources, and onboarding process, ensuring a smooth start.
• Outbound Lead Calls – Contact warm leads and prospective agents to educate them on NCD’s offerings and drive contracting.
• Event Engagement & Lead Generation – Work at the booth at industry conferences and networking events, engaging with potential agents and strengthening NCD’s brand presence.
• Agent Onboarding Workshops – Facilitate small-group virtual or in-person sessions to provide step-by-step guidance for new agents.
• Sales Enablement Support – Gather and share agent success stories, providing case studies and best practices to help drive sales conversations.
• Product & Training Webinars – Lead weekly training webinars, ensuring agents fully understand NCD’s products and sales strategies.
• Account Management Support – Take ownership of a small portfolio of accounts, ensuring agents receive the necessary support and guidance to drive production.
• Event Lead Follow-Up – Implement structured post-event follow-ups, nurturing leads into engaged, contracted agents.
• Themed Monthly Call Campaigns – Conduct targeted outreach campaigns to contracted agents, gathering insights on their experience with NCD’s products, processes, and challenges to inform future product development and operational improvements.

Qualifications:

• Experience :
• 2-4 years of experience in sales, account management, or agent support, preferably in the insurance or healthcare industry.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.
• Bilingual in Spanish preferred — this role involves communicating with Spanish-speaking agents and prospects.
• Strong interpersonal and communication skills, with the ability to educate and support agents effectively.
• Ability to multitask and manage multiple agent relationships simultaneously.
• Excellent presentation and public speaking skills, particularly for training webinars and workshops.
• Organized, detail-oriented, and comfortable with data tracking and CRM software.
• Adaptable and comfortable working in a fast-paced, dynamic sales environment.
• Education & Certifications:
• Bachelor’s degree in business, Marketing, Communications, or a related field preferred.
• Insurance licenses (Life & Health) preferred or willingness to obtain.
• Other Requirements:
• Willingness to travel to industry events and conferences.
• Comfortable making outbound sales and follow-up calls regularly.
• A proactive approach to learning and staying updated on industry trends and company offerings.
• Company-paid health, dental, life, and disability insurance
• 401(k) with employer match
• Opportunities for professional development
• Work-from-home allowance and support
• A collaborative and high-performance work environment