Bilingual Account Executive - Spanish Growth & Onboarding

NCD; McAllen (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Disability insurance

401(k) with employer match

Professional development

Work-from-home allowance

Collaborative environment

Job summary

NCD is hiring an Account Executive to onboard, train, and activate new agents, guiding them through onboarding and best practices. You will support lead generation, participate in industry events, and gradually take on higher level account management responsibilities to drive production.

The role involves liaison between Sales and Agent Support, ensuring escalated concerns are routed appropriately. Travel to industry events is required.

Qualifications

• 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.

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.

Skills

Outbound calls

Lead generation

Account management

Training webinars

CRM software

Public speaking

Multitasking

Spanish language

Education

Bachelor’s degree in business

Insurance licenses

Tools

CRM software

Job description

NCD is hiring an Account Executive to onboard, train, and activate new agents, guiding them through onboarding and best practices. You will support lead generation, participate in industry events, and gradually take on higher level account management responsibilities to drive production.

The role involves liaison between Sales and Agent Support, ensuring escalated concerns are routed appropriately. Travel to industry events is required.