Account Executive, Broker Segment

Responsibilities

• 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 articulate 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 Saa S 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
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