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About the Role
We are looking for a field-based Account Executive to engage busy insurance agencies, deliver value, and convert conversations into partnerships. This role is for someone who thrives on building a book of business through cold outreach, face-to-face visits, and industry relationships.
Responsibilities
- Own your territory and schedule
- Conduct 8–12 in-person agency visits/day, 4 days per week
- Prospect, qualify, and close new business (outbound first)
- Deliver product value with clarity, confidence, and business impact
- Maintain activity, pipeline, and conversion tracking in HubSpot
- Travel to industry events, trade shows, and conferences
- Proactively identify and pursue new opportunities
- Open doors with net-new prospects
- Create demand where it doesn’t yet exist
- Uncover client needs through strategic discovery
- Educate agencies on the impact of modern financing and digital payments
- Position solutions as mission-critical tools for accelerating growth
Requirements
- Must live in or near Sacramento, San Francisco or Oakland area
- Comfortable with both car and air travel
- Ability to lift up to 30 lbs (conference materials, demo kits, etc.)
- 5–7 years of business development or outside sales experience (insurance, financial services, field sales, or related)
- Proven ability to generate your own leads and close without MQLs
- Familiarity with insurance agents or small business B2B buyers is a strong plus
- High outbound tolerance — comfortable cold calling, walking in, and handling objections
- Self-motivated, confident communicator with sharp time management
- Proficient with Excel, PowerPoint, and CRMs (HubSpot a plus)
- Meet or exceed annual sales volume targets (gotoPremiumFinance & PaaS)
- Build and retain strong relationships with agencies and agency groups
- Become a trusted resource in your market — not just a vendor
- Embody our core values: Integrity, Respect, Flexibility, Self-Evaluation, Knowledge, and Compassion
Skills
- Cold calling
- Face-to-face visits
- Cold outreach
- Cold calling
- Walking in
- Handling objections
- Excel
- PowerPoint
- CRMs
- HubSpot
Location
- San Francisco, CA 94102
- Northern California (Sacramento, San Francisco or Oakland area)
Work Type
- Field-based
- In-field 4 days/week
- Regional/national industry events
Experience Level
- 5-7 years of business development or outside sales experience
Salary/Compensations
- $80,000.00 - $105,000.00 Commission/month
- Base: $80k - $105k + commission (uncapped)
About the Company
- gotoPremiumFinance is a wholly owned subsidiary of Input 1, a leading digital billing and payments platform built specifically for the property and casualty insurance industry.
- gotoPremiumFinance is a leading nationwide insurance premium finance company that helps agencies and their insureds improve cash flow and close more business.
- In addition to premium financing, you’ll also have the opportunity to introduce our digital payment solution, giving insurance agents the tools they need to streamline and simplify the insurance purchasing process.