Sales and Account Executive

Auto Exam, Inc.; Houston (TX); Hybrid; USD 80,000 - 135,000; Full time

Benefits offered by this job

Health care coverage

Life insurance

Vision and dental

Disability coverage

401(k) plan

Career growth

Remote/Hybrid work

Travel opportunities

Job summary

Auto Exam, Inc. in Houston seeks a motivated Sales & Account Executive to develop and manage relationships with banks, credit unions, and other financial institutions.

Owns new accounts, expands product penetration, and supports clients in implementing Auto Exam products. This role focuses on ancillary protection products—Vehicle Service Contracts, GAP, CPI, Debt Protection, Home Warranty, and related services—and offers a base salary plus commissions with a ramp period.

Qualifications

• Minimum of 5 years of professional sales experience, preferably within financial services or insurance.
• Proven B2B sales and account management skills.
• Experience with banks, credit unions, or lenders preferred.
• Knowledge of ancillary products such as Vehicle Service Contracts, GAP, CPI or Debt Protection is a plus.

Responsibilities

• Develop new relationships with banks, credit unions, and other financial institutions.
• Prospect, present, and market Auto Exam products and services to prospective accounts.
• Expand product penetration within new and existing accounts.
• Support account implementation, training, ongoing production, and retention.
• Maintain strong relationships with existing clients and help ensure account success and profitability.
• Manage client agreements, contracts, renewals, and account-related documentation.
• Maintain accurate CRM records, sales activity, account notes, and pipeline reporting.
• Represent Auto Exam at industry conferences, trade shows, meetings, and networking events.
• Maintain expenses within Company guidelines.
• Follow applicable Company policies, product requirements, and compliance standards.
• Maintain a positive and professional representation of Auto Exam, Inc.

Skills

Sales experience

Prospecting

Relationship-building

Communication

CRM proficiency

Tools

CRM systems

Microsoft Office

Job description

Auto Exam, Inc. is seeking a highly motivated and experienced Sales & Account Executive to develop and manage relationships with financial institutions, including banks and credit unions.

This position is responsible for acquiring new accounts, expanding product penetration, supporting existing clients, and helping financial institution partners successfully implement and grow Auto Exam products and services.

The role focuses primarily on ancillary protection products including Vehicle Service Contracts, GAP, CPI, Debt Protection, Home Warranty, and other products offered through Auto Exam, Inc.

Key Responsibilities

• Develop new relationships with banks, credit unions, and other financial institutions.
• Prospect, present, and market Auto Exam products and services to prospective accounts.
• Expand product penetration within new and existing accounts.
• Support account implementation, training, ongoing production, and retention.
• Maintain strong relationships with existing clients and help ensure account success and profitability.
• Manage client agreements, contracts, renewals, and account-related documentation.
• Maintain accurate CRM records, sales activity, account notes, and pipeline reporting.
• Represent Auto Exam at industry conferences, trade shows, meetings, and networking events.
• Maintain expenses within Company guidelines.
• Follow applicable Company policies, product requirements, and compliance standards.
• Maintain a positive and professional representation of Auto Exam, Inc.

Compensation

Estimated Total Compensation: $80,000 - $135,000+ annually

This position offers a competitive base salary plus commissions and performance-based bonuses. Compensation is designed to reward new account development, product production, account growth, and retention.

The position includes an enhanced base salary during the initial six-month ramp period while the Sales & Account Executive develops a pipeline and brings new accounts into production.

Successful representatives who consistently develop new financial institution relationships and grow production have the opportunity to earn toward the higher end of the compensation range.

Performance Expectations

This is a results-driven sales position with defined account development and production expectations.

The successful candidate will be expected to establish new producing financial institution relationships during the first six months and continue building a sustainable book of business throughout the first year.

Ongoing expectations include developing new accounts, increasing product penetration, maintaining productive client relationships, and achieving established production goals.

Qualifications

• Minimum of 5 years of professional sales experience, preferably within insurance, financial services, lending, ancillary products, or a related industry.
• Proven experience in business-to-business sales, business development, or corporate account management.
• Experience working with banks, credit unions, lenders, or other financial institutions strongly preferred.
• Knowledge of insurance, lending protection products, Vehicle Service Contracts, GAP, CPI, Debt Protection, or similar ancillary products is a plus.
• Property & Casualty and Life & Health Insurance licenses preferred.
• Strong prospecting, presentation, negotiation, and relationship-building skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple accounts, opportunities, and sales cycles simultaneously.
• Proficiency with Microsoft Office and CRM/customer management systems.
• Self-motivated with the ability to work independently and manage a territory.
• Strong organizational and problem-solving skills.
• Ability to travel locally and nationally as required.

What Auto Exam, Inc. Offers

• Estimated total annual compensation of $80,000 - $135,000+
• Base salary plus commissions and performance incentives
• Comprehensive employee health care coverage
• Employee life insurance coverage
• Vision, dental, disability, legal services, and additional voluntary benefit options
• 401(k) plan
• Opportunities for career growth and advancement
• Combination of office-based work, remote work, and travel
• Established products and services designed for the financial institution market

This position requires a combination of independent prospecting, virtual and in-person client meetings, office-based work, remote work, and travel to financial institutions, conferences, trade shows, and other industry events.

Substance-Free Workplace: Pre-employment drug testing is required.

Auto Exam, Inc. is an Equal Opportunity Employer.