Account Executive - Remote (Southern California)

OneDigital Investment Advisors LLC; Northern (KY); Hybrid; USD 170,000 - 230,000; Full time

Benefits offered by this job

Health benefits

Learning & development programs

Paid time off

Job summary

OneDigital Investment Advisors LLC is seeking an Account Executive to partner with the Regional Consultant to drive revenue growth and streamline operations on the consultant’s book of business.

The role includes RFP/quoting support, pipeline and pre-renewal call coordination, content development for client meetings, and revenue tracking. You will also assist with administrative tasks, carrier relationships, and onboarding of new clients.

Qualifications

• Ability to influence and effectively interact with members of the C-suite
• Strong attention to detail
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to manage one's workload

Responsibilities

• RFP/Quoting process support and pipeline management
• Agency pipeline management and scheduling pre-renewal calls
• Content development for client and carrier meetings
• Revenue tracking and reconciliation support
• Administrative support and coordination of travels and events
• Assist with carrier relationships and onboarding for new clients

Skills

Influence senior leaders

Attention to detail

Verbal & written communication

Organizational skills

Microsoft Excel

Education

Bachelor’s Degree

Tools

Microsoft Excel

Database applications

Job description

**Our Newest Opportunity:**The Account Executive will partner with the Regional Consultant to support revenue growth and operational efficiencies on the Consultant’s book of business.**Essential Duties and Responsibilities (include but are not limited to):*** RFP/Quoting process support and pipeline management – Work with the RFP/Quote team to support the flow of RFP work with carriers and clients by securing missing information from clients and carriers, responding to analyst inquiries around the quoting process, and providing analysts with case level guidance, when appropriate* Agency pipeline management – Work with broker clients to prioritize RFP pipeline, communicate RFP status and delivery dates. Scheduling of pre-renewal calls with the producer, account executive, and Centro Consultant where appropriate to craft marketing strategy or inforce negotiations* Content development - for client and carrier partner meetings, including stewardship presentations, client training, carrier bonus tracking, etc. This will include external outreach to carriers to secure analytics and reporting* Revenue Tracking and Reconciliation – assist Consultant with tracking and reconciliation of book of business revenue* Administrative Support – Support Consultant with administrative tasks, including coordinating travel arrangements, filing expense reports, coordination of client and carrier entertainment events and appreciation activities etc.* Assist with management of carrier relationships* Assist with new client onboarding, in conjunction with Centro onboarding team* Provide small-market (U100 life size segment) consulting and migration assistance, when appropriate**Qualifications, Skills and Requirements:*** Ability to influence and effectively interact with members of the C-suite* Strong attention to detail* Must be self-motivated and disciplined* Excellent written and verbal communication skills* Strong organizational skills* Ability to manage one's workload* Ability to thrive in fast-paced environment**Education, Training and Experience:*** Bachelor’s Degree, preferred* Must have a practical knowledge of quoting process and tools* Must be proficient in Microsoft Excel and familiar with database applications* Valid life and health insurance license, requiredEstimated base pay for this position nationwide is $200,000 per year and is eligible for bonus Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel **seen, valued, respected, and supported** is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San FranciscoCity of Los AngelesCounty of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.Thank you for your interest in joining the OneDigital team!