[Hiring] Account Executive @TCP Management

Role Description

This is a high‑impact opportunity to join a growing go-to-market team and drive new revenue and expand Andesa’s presence in the broker ecosystem.

As our Account Executive focused on the broker segment, you will be responsible for:

• Identifying, engaging, and converting new business opportunities.
• Building relationships with brokers, consultants, and distribution partners who influence Advanced Markets and NQDC plan administration decisions.
• Inheriting a few brokers as a book of business to farm and expand, primarily in a hunter sales role.
• Developing territory plans, building your own pipeline, and opening doors with brokers and strategic partners.

This role is ideal for a sales professional who thrives on prospecting, relationship‑building, and creating momentum in underdeveloped markets.

Qualifications

• 5+ years in enterprise sales or account management, with a strong track record of new business generation.
• Strong consultative selling skills and the 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 time for broker visits, client meetings, and industry events.
• Bachelor’s degree required.

Requirements

• Execute a broker‑focused go‑to‑market strategy and sales process targeting Advanced Markets and NQDC distribution partners.
• Develop account plans for high‑value brokers, consultants, and strategic prospects.
• Conduct proactive, outbound outreach — including cold calls, email sequences, and event‑based networking — to generate new opportunities.
• Research broker firms, market trends, and client needs to identify whitespace and position Andesa’s solutions effectively.
• Establish strong relationships with key decision‑makers and influencers across target firms.
• Lead prospects through the full sales cycle: discovery, solution alignment, 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 our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions.
• Tackle technical validation or software demonstrations of Andesa’s platforms and articulate how they modernize operations in Advanced Markets and unlock value for brokers.
• Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals.
• Own RFP/RFI responses, coordinating cross‑functional contributors to deliver complete and timely submissions.
• Ability to communicate Andesa’s value proposition clearly and persuasively.
• Identify opportunities to expand Andesa’s presence within broker networks and adjacent markets.
• Provide market intelligence to Product and leadership teams to inform roadmap priorities and platform enhancements.
• Represent Andesa at industry events, conferences, and broker‑focused forums.
• Collaborate with Marketing and Customer Success to ensure alignment across the broker channel.
• Meet or exceed established sales quotas and activity targets.
• Develop and refine pricing strategies across markets and product types.
• Maintain accurate pipeline data, forecasting, and activity tracking within the CRM.

Benefits

• Starting base salary range of $100,000-$150,000 depending on experience level with an 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.
• The opportunity to shape Andesa’s broker channel and grow into a leadership role as we scale.

How to Apply

Send your resume and a cover letter about why this role interests you to [email / application link]. If you have examples of sales achievements, broker relationships, or go‑to‑market strategies you’ve executed, we’d love to see them.