Senior Account Executive - Non Qualified Insurance Solutions - REMOTE

Phaxis; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

Phaxis is seeking an Account Executive to drive new revenue in the broker ecosystem for Executive Benefits and NQDC plan administration. The role focuses on identifying, engaging, and converting opportunities with brokers, consultants, and distribution partners in Advanced Markets.

Ideal candidates will have 7+ years in enterprise sales or account management, with proven success selling to insurance brokers, benefits consultants, RIAs, or wirehouse advisors, and a willingness to travel about 25%.

Qualifications

• 7+ years in enterprise sales or account management.
• Experience engaging and converting new business with brokers and strategic partners.
• Strong consultative selling with ability to translate complex concepts into business value.

Responsibilities

• Execute a broker-focused go-to-market strategy and sales process.
• Develop account plans for high-value brokers and strategic prospects.
• Conduct proactive outbound outreach to generate new opportunities.
• Research broker firms, market trends, and client needs to position solutions.
• Establish relationships with key decision-makers and influencers across target firms.
• Lead full sales cycle from discovery to contract and handoff to implementation.
• Build and manage a pipeline of broker relationships and partnerships.
• Identify opportunities to expand presence within broker networks.

Skills

Enterprise sales

Account management

Broker relationships

Consultative selling

Forecasting

Negotiation

Travel willingness

Education

Bachelor's degree

Job description

Our client, a leading provider of policy and plan administration solutions in the Ancillary Markets space, including policy transaction management and NQDC recording is looking for an Account Executive to join the team. Their solutions simplify the administration of both life and annuity products in a wide range of NQDC plan types. Using expertise, configurable capabilities for complex products, and security and reliability at scale, they improve speed to market and allow carriers and brokers to serve high-value markets with confidence.

The Role

This is a high-impact opportunity drive new revenue and expand presence in the broker ecosystem around Executive Benefits. You will be responsible for identifying, engaging, and converting new business opportunities, as well as building relationships with brokers, consultants, and distribution partners who influence Advanced Markets and NQDC plan administration decisions. This is more of a new business "hunting" type role. There are some existing brokers that you will work to expand. You will be developing territory plans, building your own pipeline, and opening doors with brokers and strategic partners who may be unfamiliar with the firm's NQDC plan administration capabilities.

This role is ideal for a sales professional who thrives on prospecting, relationship-building, and creating momentum in underdeveloped markets. You will be the primary driver of new business within this area, so the upside is huge. You will be responsible for pipeline creation, deal execution, and market expansion.

What You Will Do

• Execute a broker-focused go-to-market strategy and sales process targeting Advanced Markets / Executive Benefit Plans and NQDC distribution partners
• Develop account plans for high-value brokers and strategic prospects
• Conduct proactive, outbound outreach to generate new opportunities
• Research broker firms, market trends, and the client needs to position the solutions effectively
• Establish strong relationships with key decision-makers and influencers across target firms
• Lead prospects through the full sales cycle: discovery, solution alignment, demos, proposals, contracting, and handoff to implementation
• Build and manage a pipeline of broker relationships, driving new business and expanding existing partnerships
• Identify opportunities to expand presence within broker networks and adjacent markets
• Provide market intelligence to Product and leadership
• Represent company at industry events, conferences, and broker-focused forums

Requirements

• 7+ years in enterprise sales or account management, with a strong track record of new business generation
• Demonstrated success in any of the following: executive benefits, NQDC plans, retirement plan administration, life insurance-funded executive benefit strategies, or high-net-worth financial planning.
• Strong consultative selling skills and the ability to translate complex plan design and tax concepts into clear business value.
• Existing relationships within the Advanced Markets or NQDC broker ecosystem A MUST
• Direct experience selling to or selling through; insurance brokers, benefits consultants, RIAs, or wirehouse advisors
• Knowledge of Advanced Markets non-qualified plan administration
• Excellent presentation, negotiation, and written communication skills
• Proven ability to build long-term, B2B relationships and partnerships
• Strong business acumen in sales planning, forecasting, and execution
• Willingness to travel approximately +/- 25% of time for broker visits, client meetings, and industry events.
• Bachelor's degree required

Pluses

• Experience selling Enterprise SaaS or technology-enabled services into broker or consultant channels
• Working knowledge of ERISA, IRC Section 409A, and the tax and regulatory frameworks governing deferred compensation
• Familiarity with plan administration, policy administration, or related operational workflows