The Account Executive manages key accounts and develops new business opportunities in insurance and financial services, focusing on revenue growth.
At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy,
Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers,
and the community as a whole.
We have a rich and storied history. Colibri is one of the pioneers of online professional education,
introducing some of the first web-based professional education courses in 2001. Today, the company’s
family of brands are the leading online professional education platforms in their respective end-markets.
We proudly serve >1 million customers annually and employ more than 1,500 mission-aligned
professionals. To learn more, please visit: www.colibrigroup.com
Position Overview
The Account Executive is responsible for serving as a strategic sales leader and proactively generating revenue growth for XCEL solutions by managing key accounts and developing new business opportunities across insurance, financial services, and related organizations.
This role is focused on expanding relationships with organizations that need pre-licensing and continuing education solutions, while identifying untapped market opportunities and supporting cross-selling efforts across the broader Colibri portfolio. The ideal candidate brings a strong hunter mindset, experience navigating complex client environments, and the ability to act as a trusted partner who understands customer goals and industry language.
What You'll Do
- Responsible for new client acquisition and long-term account management for LAH Insurance Licensing, Property & Casualty Insurance Licensing, and Insurance CE Sales; own a defined book of business and deliver against annual new revenue objectives
- Drive new business development through strategic prospecting, cold-calling, research, and networking to break into new accounts and expand market reach
- Conduct daily sales activities including scheduling appointments, presenting solutions (virtual and in-person), providing product demonstrations, and supplying product quotes
- Build and maintain client relationships through timely follow-up (including 24-hour response on inbound and marketing-sourced leads) and continuous communication on product changes and enhancements
- Collaborate with sales leadership, client services, and operational partners to support account planning, client retention, business growth strategies, and maintain accurate customer records
- Actively attend industry events, trade shows, and relevant conferences as applicable; travel as business needs require to support client-facing opportunities
Who You Are
- An experienced and energetic sales executive with a strong hunter mindset and proven track record of driving high growth against ambitious targets
- A strategic thinker with solid experience breaking into new accounts and selling/negotiating at the C-level
- Someone with deep understanding of the insurance and/or financial services landscape, including competitive offerings, software solutions, and their place in the market
- A trusted partner who understands customer goals, industry language, and can navigate complex organizational structures to build relationships across all levels
- An excellent communicator with strong written and oral presentation skills, including the ability to present to large audiences and translate business needs into solutions
- A self-motivated professional with strong managerial, analytical, organizational, and project management skills
What You'll Need to Succeed
- 10+ years of B2B sales, account management, or business development experience in strategic or key account roles
- Proven track record of managing strategic accounts, driving revenue growth, and exceeding sales targets
- Experience in insurance, financial services, professional services, or related industries
- Strong understanding of the continuing education, professional development, or compliance training landscape
- Demonstrated ability to navigate complex organizational structures and build relationships across all levels
- Excellent communication, presentation, and interpersonal skills with the ability to translate business needs into solutions
- Self-motivated with a strong hunter mindset and ability to identify and pursue new business opportunities
- Bachelor's degree in Business, Sales, Marketing, or related field (or equivalent professional experience)
- Willingness to travel as business needs require
Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
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