Client Overview

Our client is a specialized technology consulting firm helping insurance organizations modernization operations, improve customer experiences, and streamline complex business processes. Working across carriers, MGAs/MGUs, brokers, agencies, and reinsurers, they combine deep insurance-domain expertise with enterprise tech, digital transformation, data, and AI/automation solutions.

Job Description

You will drive new business development within the insurance ecosystem. Moving beyond high-volume appointment setting, you will manage a consultative B2B sales process: conducting strategic outbound outreach, uncovering complex operational/technology challenges, engaging senior stakeholders, qualifying opportunities, and advancing deals through the CRM pipeline.

Schedule

•  Fixed schedule, 9AM -5PM business hours within EST, 40 hours per week

Responsibilities

• Conduct strategic outbound prospecting to carriers, MGAs/MGUs, brokers, agencies, and industry stakeholders
• Engage senior decision-makers across technology, operations, underwriting, claims, distribution, and executive leadership
• Conduct consultative discovery conversations to uncover operational pain points, tech needs, and growth opportunities
• Qualify prospects and manage leads through all stages of the B2B sales funnel using Dialpad and company tools
• Build and maintain strong prospect relationships through structured follow-ups and CRM pipeline management
• Collaborate with internal leadership and subject-matter experts to refine positioning and deal conversion
• Consistently hit agreed activity, pipeline development, and revenue-generation targets

Must-Have Requirements

• Proven track record in B2B outbound sales, business development, or quota-carrying roles selling complex B2B services/solutions
• Strong phone presence with the ability to engage executive-level decision-makers consultatively
• Proficiency managing prospects, conversations, and deal stages within a CRM environment
• Highly disciplined in daily outbound activity, follow-ups, pipeline management, and remote work
• Fluent English communication skills to confidently engage US prospects during EST business hours

Highly Preferred & Nice-to-Have Requirements

• Insurance Expertise: Direct experience selling to insurance companies, brokers, MGAs, or carriers, with a strong grasp of industry workflows (underwriting, claims, policy admin).
• Tech & Consulting Background: Experience selling SaaS, InsurTech, Salesforce/CRM, enterprise software, technology consulting, or digital transformation solutions.
• Complex Sales Cycles: Proven ability to manage multi-stakeholder deals beyond initial appointment setting.
• Tools: Hands-on experience with Dialpad (or similar VoIP) and Salesforce (especially Financial Services Cloud).

Ideal Candidate Background

• InsurTech / Insurance Sales: Sold tech/services directly into insurers, agencies, or brokers.
• SaaS / Enterprise Tech Sales: Sold CRM, automation, data, cloud, or AI tools to mid-market/enterprise accounts.
• Tech Consulting / Professional Services Sales: Experienced in solution selling where discovery and stakeholder management drive deal success.

Why Join This Team

• 100% remote full-time schedule aligned with US EST business hours
• Sell sophisticated enterprise technology and consulting solutions in a high-demand market
• Access to company-provided CRM, Dialpad, and sales technology tools
• Direct collaboration with deep insurance and technology domain experts
• Clear ownership of pipeline growth with a direct impact on company revenue

Independent Contractor Perks

• Health insurance for eligible location
• Permanent work from home
• Immediate hiring

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities
When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.