POSITION SUMMARY
The Outside Sales Account Executive is responsible for driving new business growth through strategic, consultative selling within the United States. This role manages the full sales cycle from prospecting and relationship development to contract negotiation and close, while delivering an exceptional client experience.
This position is ideal for a high-energy, self-motivated sales professional who thrives in the field, builds long-term partnerships, and is motivated by a competitive base salary plus commission compensation structure. The role requires some travel and regular collaboration within the Growth Team.
This position can be fully REMOTE and work from most U.S. locations. Travel is required.
ESSENTIAL FUNCTIONS
- Own and manage the full outbound sales cycle, from prospecting through close, for the company’s financial wellness and lending solutions.
- Consistently meet or exceed sales targets through a combination of base salary and performance-based commission.
- Develop and execute territory and account plans to drive new logo acquisition and revenue growth.
- Actively generate new leads through meetings, outbound calls, email outreach, networking, conferences, and industry events.
- Build and maintain strong relationships with employers, benefit brokers, consultants, and strategic partners.
- Conduct in-person and virtual sales presentations to HR, Benefits, and C-suite decision-makers.
- Conduct presentations on objection handling with Finance and Payroll Specialists, or other blockers.
- Manage pipeline activity and accurately track leads, opportunities, and forecasts in HubSpot CRM.
- Collaborate with Marketing on outbound campaigns, presentations, proposals, and sales enablement materials.
- Partner with internal teams to support underwriting reviews, contract negotiations, implementation readiness, and client onboarding.
- Maintain and grow an existing book of business through upsell, cross-sell, and relationship expansion opportunities.
- Serve as a trusted advisor to clients by understanding their workforce needs and aligning solutions accordingly.
SUPERVISORY RESPONSIBILITIES
None
COMPETENCIES
- Alignment with BeneMoney/Sunrise Banks Core Values
- Strong Communication & Presentation Skills
- Consultative Selling & Negotiation
- Relationship-Building
- Initiative & Self-Motivation
- Integrity & Professional Judgment
- Adaptability in a Fast-Growth Environment
- Collaboration
- Teamwork
- Organizational Skills
- Time Management
- Technical/CRM Proficiency
EDUCATION & EXPERIENCE
- Bachelor’s degree or equivalent combination of education and experience.
- 5+ years of successful B2B outside sales experience with a proven track record of meeting or exceeding revenue goals.
- Experience selling to HR, Benefits, Finance leaders, and/or C-suite decision-makers.
- Prior experience in employee benefits, financial services, financial wellness, or adjacent industries preferred, including:
- Voluntary employee benefits
- FinTech or lending platforms
- Payroll, HSA/FSA, retirement plans (401(k)), or insurance solutions
- Strong experience using CRM tools (HubSpot preferred).
- Excellent verbal, written, and presentation skills.
- Highly organized with strong follow-up and pipeline management discipline.
- Comfortable working independently in a field-based role with accountability to revenue results.
TRAVEL REQUIREMENTS
Ability to travel up to 25% if need be.
COMPENSATION AND BENEFITS
Annual salary range DOQ: $70,000 - $95,000 plus Sales Commissions.
Eligible benefits: Medical, Dental, Vision, Life, AD&D, STD, LTD, Pet insurances; FSA, PPL, PTO, PVTO, 401k w/match and more. Details at www.sunrisebanks.com/about/careers/.
This Position Summary reflects management’s assignment of major responsibilities and is not intended to be an exhaustive list of duties. Responsibilities may change at any time with or without notice.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For more information, please review the Know Your Rights notice from the Department of Labor.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Similar Jobs
.png)
What We Do
At Sunrise Banks, our success relies on the success of the communities we serve. We believe that where you bank matters. That’s why it’s our mission to be the most innovative bank empowering financial wellness. As a socially responsible bank, we offer financial products that aim to better the lives of our clients in Minnesota, South Dakota, and beyond. Since 1986, we have been committed to working with the communities we serve using innovative tools and resources that provide opportunities to gain stability, build generational wealth or start a business. Sunrise Banks was founded by David Reiling, a social entrepreneur and innovator on the cutting edge of fintech and financial wellness. He strives to forge meaningful partnerships that drive sustainable economic growth. The bank, driven by David’s vision, focuses on positive community engagement and partners with like-minded companies to extend its mission nationally and around the world. Our membership and certifications are one way we demonstrate our ethical banking standards. Our mission is embedded in the products we offer and the services our customers receive. We provide innovative services throughout our core banking and fintech offerings. These certifications and memberships show our commitment to values-based banking: • Certified B Corporation • Certified Community Development Financial Institution • Member of the Global Alliance for Banking on Values Member FDIC | Equal Housing Lender | Equal Opportunity Provider | NMLS # 640909 | AA/EOE
