Top Hybrid Account Executive (AE) Jobs in San Antonio, TX

Handle inbound and warm insurance leads, consult with customers to recommend Property & Casualty coverages, close sales, and meet performance targets. Complete paid licensing and training, work remote with provided equipment, follow assigned shift schedule (including one weekend day), and maintain a professional home workspace with wired high-speed internet.

Respond to client and prospect calls to assist with brokerage accounts, IRAs, service transactions and trade initiation. Document interactions to meet regulatory requirements, identify investment needs, deepen client relationships, and deliver high-quality phone-based customer service within set operating hours.

Drive net-new enterprise sales for hybrid multi-cloud managed and professional services. Build and manage a robust pipeline, engage C-suite stakeholders, close complex multi-SOW deals, leverage cloud partner ecosystems, use Salesforce for forecasting, and collaborate cross-functionally to deliver managed services and transformations.

Partner with affluent clients to identify financial goals, analyze their financial picture, and recommend tailored investment and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and grow your book through referrals. Obtain required licenses and maintain regulatory registrations.

Drive new business and manage assigned accounts through face-to-face selling, prospecting, presentations, proposals, and product demonstrations. Execute account plans, forecast territory sales, grow margins via value-added services, maintain customer relationships, resolve post-sale issues, collaborate with suppliers, and mentor sales team while meeting revenue targets.

Develop new and existing customer relationships to sell commercial print, packaging, labels, and direct mail solutions. Generate leads, prospect, present to senior executives, negotiate orders, forecast in Salesforce, mentor junior reps, and meet sales targets while partnering with internal teams to deliver solutions.