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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in sales and business development within the Insurance and Wealth sector, with a strong focus on strategic partnerships, complex negotiations, and revenue growth. Proficient in applying MEDDIC or MEDDPIC sales methodologies to navigate enterprise-level sales cycles and engage C-level executives effectively.
Highest-signal resume keywords
5+ Years Sales Experience3+ Years Business Development ExperienceMEDDIC/MEDDPIC Sales MethodologyComplex Enterprise-Level Sales CyclesU.S. Insurance and Wealth Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementContract NegotiationFunnel CreationOpportunity ManagementRevenue Growth Strategies
Soft Skills
Influencing Senior LeadershipBuilding Trust with ExecutivesCollaboration with Teams
Tools & Technologies
SalesforceGmail
Industry Keywords
Insurance SectorWealth ManagementFinancial InstitutionsHigh Six-Figure ACV AgreementsStrategic Partnerships
About the role
Key responsibilities & impact- Cultivate and oversee a dynamic sales pipeline within the Insurance and Wealth sector
- Formulate strategic deal models and cultivate substantial, intricate partnerships
- Identify and capitalize on new business prospects, driving revenue and sustainable financial growth
- Engage and influence senior leadership at major financial institutions
- Lead negotiations throughout the sales process to secure favorable terms and agreements for multi-year contracts
- Foster connections with industry experts for strategic collaborations and business expansion
- Collaborate closely with Product and Marketing teams to develop holistic solutions
- Partner with Insurance and Wealth department members at industry events and joint deals
Requirements
What you’ll need- 5+ years of successful sales experience within a SaaS organization, preferably selling into financial or insurance institutions
- 3+ years of hands-on business development experience, from value creation to contract negotiation, funnel creation, and opportunity management
- Familiarity and experience applying and running a MEDDIC or MEDDPIC sales methodology
- Ability to confidently present to and build trust with C-level executives at Fortune 500 firms
- Demonstrated success navigating complex, enterprise-level sales cycles involving multiple stakeholders and averaging high six-figure ACV agreements
- Proven track record of surpassing quotas in high-growth sales environments
- Profound understanding of U.S. Insurance and Wealth products/services and claims decision-making processes
- Willingness to travel across the U.S. (approximately 15% travel)
- Experience working with Insurance and Wealth organizations (preferred)
- Strong understanding of Insurance and Wealth agents’ needs and pain points (preferred)
- Familiarity with Salesforce and Gmail (preferred)
Benefits
Comp & perks- Uncapped annual variable based on goal attainment
- Equity
- Premium healthcare
- Comprehensive paid time off
- Flexible parental leave
- Premium access to the Empathy platform and support for employees and their families through bereavement care
- Company-sponsored 401(k) plan with up to a 4% employer match
- Competitive stock options
- Annual retreats
- Team lunches for the NYC office
- Remote employee stipend