Sales Executive at Keeper

Alpharetta, Georgia, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Bachelor's degree (Business or Marketing preferred) or 3+ years of sales experience preferred
1+ years Insurance experience preferred
Bilingual a plus
Working knowledge of insurance operations

Responsibilities

Work under the guidance and direction of sales leadership to develop, organize, and execute a plan to profitably grow the assigned territory to meet/exceed premium and policy plans through communication with sales and product leadership, prospecting new opportunities, agency appointments, personal visits to existing agencies, and other field sales activities
Collect, organize, and disseminate market intelligence and trends (including industry trends, competitor changes, observations, feedback on existing products and services, and analysis on market opportunities) to State, Region, and Executive leadership via weekly and/or monthly updates, collaborating with peers in sales, State Product Managers, Claims, Agency Support and Licensing, Marketing, and Customer Service/Underwriting
Spend primary time in the field engaging face-to-face with agencies and partners, planning visits in advance with specific topics and action items, evaluating territory data in collaboration with sales leader to focus on high-opportunity agencies, with possible frequent and extensive travel outside the assigned territory
Train agents on company underwriting guidelines, procedures, programs, websites, and rating tools in one-on-one, small group, or large audience settings, establishing strong rapport, and being inspiring, engaging, outgoing, and credible
Maintain up-to-date records of field activity, agency intel, changes in agency personnel or contact information, strategy, new appointment paperwork, and other critical items, ensuring organization and timely delivery of required paperwork, reports, and documentation
Participate in insurance association conventions, seminars, trade shows, and various other agency-related functions
Perform all other duties and responsibilities as assigned by leadership

Skills

Sales

Territory Management

Prospecting

Agency Relations

Market Intelligence

Field Sales

Revenue Growth

Relationship Building

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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