Remote
Financial
himalayas
About this role
Life is too short to work with jerks. Join our team at NCD, a top-tier insurance provider, consisting of a unique and eclectic group of winners, nerds, and gamers who balance a fun, kind, and thoughtful approach to life with an unwavering commitment to unparalleled member satisfaction.
Our ecosystem is rooted in our five core values: Relentless Positivity, Growth Obsessed, Get it Done, Helpful Spirit, and Solution Driven. We are not just coworkers, but a community, working tirelessly towards 'Spreading the Smile' to our members, agents, and each other. NCD is at the forefront of dental and vision insurance, in partnership with our carrier partners MetLife, VSP, and Zurich.
Our continuous growth is a testament to our commitment to delivering outstanding agent and customer satisfaction. If you are ready to win each day, are eager to grow, and aspire to contribute to an organization that is setting the pace in the industry, then we are looking for you. Together, let’s drive change and take NCD to new heights.
Join us and become a vital part of our success story as we continue to transform lives and 'Spread the Smile.
Summary:
The AccountExecutiveplays a critical role in onboarding, training, and activating new agents, ensuring they are fully equipped to succeed with NCD’s products. This role focuseson engagingwithnewly contracted agents to guide them through onboarding, training, and best practices.
Additionally,the AccountExecutivesupports lead generation efforts,worksindustry events, and gradually takes onhigherlevelaccount management
responsibilities.The Account Executivealsoservesas a liaison between Sales and Agent Support, ensuring that escalated concerns are routed appropriately. Location preferred: upper Midwest/north central states (NE, OH, IN, IL, IA, MI)
Essential Duties and Responsibilities:
Newly Contracted Agent Outreach– Conduct outbound calls to introduce new agents to NCD’s tools, resources, and onboarding process, ensuring a smooth start.
Out
Tools & Tech Stack
Selling Motion
Prospecting
Channel / Partner
Sell through partners, resellers, or alliances
Requirements at a Glance
Typical Day — Account Executive
Estimates based on role type and selling motion — actual may vary by company.
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Walk me through your discovery process.
Template questionHow do you handle a prospect who goes silent mid-deal?
Template questionTell me about your largest closed deal and the sales cycle.
Template questionHow do you build business cases for stakeholders?
Template questionDescribe a deal you lost and what you learned.
Template questionThis Account Executive position at NCD involves managing the full sales cycle from prospecting through close.
Financial services sales requires strong compliance awareness and regulatory knowledge.
Remote positions in sales offer flexibility but require strong self-discipline and proactive communication with distributed teams.
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