Agent Success & Onboarding Executive

NCD; Vermont; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Company-paid health, dental, life, and

401(k) with employer match

Work-from-home allowance and support

Opportunities for professional develop

Job summary

NCD, a leading insurance provider, seeks an Account Executive to onboard and activate new agents, train them on NCD’s products, and support lead generation. You will engage with newly contracted agents, conduct outbound calls, and participate in industry events to grow the broker network.

You will also lead onboarding workshops, share success stories, and support senior sales through webinars and portfolio management, while traveling to industry events as needed.

Qualifications

• 2-4 years of experience in sales, account management, or agent support.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.
• Bilingual in Spanish preferred.
• Strong interpersonal and communication skills.
• Ability to multitask and manage multiple agent relationships.
• Excellent presentation and public speaking skills for training webinars/workshops.
• Organized, detail-oriented, and comfortable with data tracking and CRM software.
• Willingness to travel to industry events and conferences.

Responsibilities

• Newly Contracted Agent Outreach – conduct outbound calls to introduce new agents to NCD’s tools and onboarding.
• Outbound Lead Calls – educate warm leads on NCD’s offerings and drive contracting.
• Event Engagement & Lead Generation – staff booths at conferences, build NCD brand.
• Agent Onboarding Workshops – run small-group sessions for onboarding.
• Sales Enablement Support – share agent success stories and best practices.
• Product & Training Webinars – lead weekly webinars on products and sales strategy.
• Account Management Support – manage a small portfolio of accounts.
• Event Lead Follow-Up – follow up after events to convert leads.
• Themed Monthly Call Campaigns – gather insights to inform product and ops improvements.

Skills

Outbound sales

Account management

Lead generation

Public speaking

Interpersonal skills

Communication

Multitasking

Data tracking

Education

Bachelor’s degree in business/marketing/communications

Insurance licenses (Life & Health) preferred

Tools

CRM software

Job description

NCD, a leading insurance provider, seeks an Account Executive to onboard and activate new agents, train them on NCD’s products, and support lead generation. You will engage with newly contracted agents, conduct outbound calls, and participate in industry events to grow the broker network.

You will also lead onboarding workshops, share success stories, and support senior sales through webinars and portfolio management, while traveling to industry events as needed.