Account Executive, Broker Segment

Job not on LinkedIn

🔥 2 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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TCP

WebsiteLinkedInAll Job Openings

1 - 10 employees

👥 HR Tech

🎯 Recruiter

🏢 Enterprise

HR Tech • Recruitment • Enterprise

TCP is a technology career agency specializing in sourcing and guiding high-impact talent into growth startups with substantial venture capital backing. They focus on quality over quantity and work with a select group of candidates to ensure a high placement rate, particularly in go-to-market (GTM) roles. With an emphasis on high-achieving candidates, often from top schools and athletic backgrounds, TCP partners with companies backed by Tier 1 investors to meet aggressive growth targets. They also offer mentoring services for candidates navigating startup careers, leveraging their network and expertise in tech to build high-performance GTM teams.

📋 Description

• Execute a broker‑focused go‑to‑market strategy and sales process targeting Advanced Markets and NQDC distribution partners • Develop account plans for high‑value brokers, consultants, and strategic prospects • Conduct proactive, outbound outreach — including cold calls, email sequences, and event‑based networking — to generate new opportunities • Research broker firms, market trends, and client needs to identify whitespace and position Andesa’s 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. • Educate brokers and their plan sponsor clients on our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions. • Tackle technical validation or software demonstrations of Andesa’s platforms and articulating how they modernize operations in Advanced Markets and unlock value for brokers • Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals • Own RFP/RFI responses, coordinating cross‑functional contributors to deliver complete and timely submissions • Identify opportunities to expand Andesa’s presence within broker networks and adjacent markets • Provide market intelligence to Product and leadership teams to inform roadmap priorities and platform enhancements • Represent Andesa at industry events, conferences, and broker‑focused forums • Collaborate with Marketing and Customer Success to ensure alignment across the broker channel • Meet or exceed established sales quotas and activity targets • Develop and refine pricing strategies across markets and product types • Maintain accurate pipeline data, forecasting, and activity tracking within the CRM

🎯 Requirements

• 5+ years in enterprise sales or account management, with a strong track record of new business generation • Strong consultative selling skills and the ability to translate complex plan design and tax concepts into clear business value. • 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 25–40% of time for broker visits, client meetings, and industry events. • Bachelor’s degree required • Demonstrated success in one or more of the following: executive benefits, NQDC plans, retirement plan administration, life insurance–funded executive benefit strategies, or high-net-worth financial planning. • Knowledge of Advanced Markets non‑qualified plan administration • Experience selling Enterprise SaaS or technology‑enabled services into broker or consultant channels • Existing relationships within the Advanced Markets or NQDC broker ecosystem • Working knowledge of ERISA, IRC Section 409A, and the tax and regulatory frameworks governing deferred compensation. • Direct experience selling to—or selling through—insurance brokers, benefits consultants, RIAs, or wirehouse advisors. • Background in complex, multi-threaded B2B sales cycles with multiple stakeholders • Familiarity with plan administration, policy administration, or related operational workflows

🏖️ Benefits

• Starting base salary range of $100,000-$150,000 depending on experience level with an annual on-target earnings (OTE) of $200,000-$300,000 driven by sales performance. • Comprehensive medical, dental, and vision coverage for employees • 401(k) retirement plan with competitive employer matching contributions • Generous PTO program with annual allocations based on years of service • The opportunity to shape Andesa’s broker channel and grow into a leadership role as we scale