Account Manager

AM Best; Miami (FL); On-site; USD 115,000 - 130,000; Full time

Job summary

An established industry player is seeking an Account Manager to drive sales of online subscription-based financial products. This role focuses on building and maintaining strong customer relationships across the US Territories and the Caribbean. The ideal candidate will possess a consultative sales approach, excellent communication skills, and a strong background in business development. You will engage with clients through face-to-face meetings, phone calls, and emails, ensuring customer satisfaction while achieving sales targets. Join a dynamic team where your contributions will directly impact growth and success in a thriving market.

Qualifications

• 5 to 7 years of B2B technical sales experience required.
• Proven track record of achieving or exceeding sales targets.

Responsibilities

• Develop new prospects and business opportunities within the territory.
• Conduct technical sales presentations and product demonstrations.

Skills

Business Development

Consultative Sales

Salesforce CRM

Project Management

Presentation Skills

Bilingual (Spanish and English)

Education

Bachelor's Degree in a related area

Tools

Salesforce

Microsoft Office

LinkedIn Navigator

Job description

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The Account Manager is responsible for selling AM Best's online subscription-based financial products and for maintaining favorable customer relationships in order to increase revenue in specific US Territories and the Caribbean. This consultative sales role involves face-to-face personal sales, supplemented with phone and e-mail correspondence.

Responsibilities:

• Continually develop new prospects and business development opportunities within the defined territory

• Bolster existing customer relationships and provide continual value to their organizations to increase customer satisfaction

• Conduct technical sales presentations including live product demonstrations and informative web conferences

• Produce accurate, effective sales proposals and submit contractual orders for online subscriptions

• Plan and execute effective travel throughout territory in a manner that is cost effective yet produces measurable results

• Promptly document all sales activity via Salesforce CRM and submit expense reports

• Ascertain and communicate field intelligence to home office

• Perform sufficient financial data-needs-analysis on each sales opportunity to recommend the correct data product

• Interact with home office colleagues including technical support, customer support services and related departments

• Submit weekly sales reports to manager and fulfill intermittent requests from home office

• Attend industry trade shows as scheduled (2 to 4 annually)

• Attend national and regional sales meetings as required (1 to 2 annually)

• Continually expand knowledge of insurance terminology, news and overall industry to support business development efforts

Experience:

• Bachelor's Degree in a related area or discipline

• 5 to 7 years of business to business technical, consultative (software and/or online) sales experience

• Proven track record of achieving or exceeding sales

• Insurance industry background preferred

Skills:

• Excellent sense of business development with the ability to identify customer needs and expectations responding in a timely and effective manner to market demands

• Strong consultative sales experience and the ability to interface with customers on a daily basis while building essential business relationships and credibility

• Energetic, professional, outgoing and persuasive personality with excellent listening skills

• Excellent oral and written communication skills

• Solid project management skills displaying the ability to manage multiple customers with attention to details and deadlines

• Masterful presentation and demonstration skills (in person and via web conference)

• Ability to work independently from remote location with minimal supervision

• Working knowledge of Microsoft Office and CRM

• Strong knowledge in Salesforce and LinkedIn Navigator is preferred

• Familiar with logistics of designated territory for effective travel planning

• Bilingual in Spanish and English

Territory: Caribbean, US Territories (PR & VI), LatAM (US South Central Region - GA, NC, SC, FL, AL, KY, MS, TN, VA, and WV

Willingness to travel 45% is required; some overnight

Physical space to set up home office in quiet area

Reliable internet connectivity from home office location

Easy access to a major airport preferred

Valid driver's license required. Passport may be required, depending on sales territory

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Marketing

• Industries

  Insurance

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