Remote Account Executive: Onboarding & Growth

NCD

Michigan

On-site

USD 55,000 - 75,000

Full time

10 days ago

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Benefits offered by this job

Health, dental, life, and disability
401(k) with employer match
Work-from-home allowance

Job summary

NCD is seeking an Account Executive to onboard and activate new agents, drive onboarding, training, and best practices, and support lead generation and events. You will collaborate with Sales and Agent Support to escalate and resolve issues.

Based in the upper Midwest, you’ll conduct outbound calls, nurture leads, host webinars, and manage a small portfolio of agents, while leveraging CRM tools to track performance and outcomes.

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.
  • Bachelor’s degree in business, Marketing, Communications, or related field preferred; Insurance licenses preferred or willing to obtain.

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
Agent onboarding
Training/Webinars
CRM experience
Public speaking
Interpersonal skills

Education

Bachelor’s degree
Insurance licenses

Tools

CRM software

Job description

NCD is seeking an Account Executive to onboard and activate new agents, drive onboarding, training, and best practices, and support lead generation and events. You will collaborate with Sales and Agent Support to escalate and resolve issues.

Based in the upper Midwest, you’ll conduct outbound calls, nurture leads, host webinars, and manage a small portfolio of agents, while leveraging CRM tools to track performance and outcomes.

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