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Account Executive (Broker Segment)

3 months, 3 weeks ago
United States
Full-time
Senior
Account Executive
Sales and Business Development
CRM
Apply Now
Terminus Capital Partners

Terminus Capital Partners

Terminus Capital Partners is a growth-oriented private equity firm that specializes in making majority investments in B2B software companies with revenues between $10 million and $50 million, providing expert partnership and support to managers, founde...

Capital Markets
1-10
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Description

  • Execute a broker-focused go-to-market strategy targeting Advanced Markets and NQDC distribution partners.
  • Develop account plans for high-value brokers, consultants, and strategic prospects.
  • Conduct proactive outbound prospecting through cold calls, email sequences, and event-based networking to generate opportunities.
  • Research broker firms, market trends, and client needs to identify whitespace and position Andesa’s solutions effectively.
  • Lead prospects through the full sales cycle from discovery and solution alignment through 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 NQDC plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions.
  • Own RFP/RFI responses and coordinate cross-functional contributors to ensure complete and timely submissions.
  • Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals.
  • Represent Andesa at industry events, conferences, and broker-focused forums.

Requirements

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

Benefits

  • Starting base salary range of $100,000-$150,000 depending on experience.
  • 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.
  • Opportunity to shape Andesa’s broker channel and grow into a leadership role as the company scales.

Interested in this position?

Apply directly on the company website

Apply Now

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