Remote Account Executive - Growth & RFP Specialist

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

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.