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    Insurance Account Executive (Remote US)

    Roamly

    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted 3 days ago
    $40k–$150kOTE

    Hybrid

    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    OTE Range: $110,000 - $150,000About Roamly Roamly Insurance Group (Roamly), a wholly-owned subsidiary of Outdoorsy Holdings, Inc., is the first full-stack Insurtech for travel enthusiasts. Roamly is where the insurance industry and technology intersect to enhance the customer experience.

    As a disruptor in the specialty insurance space, Roamly removes traditional technology and coverage barriers by providing innovative protection for underserved markets across recreation lines and global mobility markets. For more information, visit roamly.com.

    About the RoleAs an Insurance Account Executive at Roamly, you will be a front-line hero for our adventurous community. You will serve as a trusted advisor, assisting both prospective and existing clients in obtaining insurance coverage for homeowners, auto, RV, and various other products. With uncapped com

    missions and amazing Front Line Leaders to support you throughout your onboarding and beyond, you are truly set up to absolutely crush your OTE and grow your career!

    Key

    ResponsibilitiesCustomer Engagement & Consultative Sales Engage customers using a consultative sales approach to understand their insurance needs and recommend personalized solutions across property, casualty, and personal lines.

    Proactively identify opportunities for cross-selling and up-selling, and assist customers in transitioning between Roamly and third-party insurance carriers when appropriate. Clearly explain coverage options, policy terms, and insurance processes in a way that’s easy for customers to understand.

    Lead Conversion & Sales Execution Drive lead conversion through high-volume outbound outreach and responsive handling of inbound inquiries. Manage the complete sales process—from quoting insurance products using Roamly’s proprietary tools, to gathering underwriting information, and guiding customers through to policy purchase and binding.

    Tools, Documentation & Compliance Maintain accurate and timely documentation of customer inter

    Tools & Tech Stack

    Outreach

    Commission Structure

    Base Salary

    Not disclosed — ask in interview

    Commission

    Uncapped

    OTE

    $150k (range: $40k–$150k)

    Ramp Period

    Not mentioned — clarify timeline

    Selling Motion

    Prospecting

    Hybrid

    Mix of inbound leads and outbound prospecting

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required

    Typical Day — Account Executive

    Demos & presentations4–6/week
    Prospecting calls20–30/day
    Proposal writing2–3/week
    Pipeline review2×/week

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Uncapped Commission

    No ceiling on earnings

    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

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    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

    Insurance-Account-Executive
    Account-Executive
    Insurance-Sales-Agent
    Sales-Executive
    Insurance-Producer
    —

    Walk me through your discovery process.

    Template question
    —

    How do you handle a prospect who goes silent mid-deal?

    Template question
    —

    Tell me about your largest closed deal and the sales cycle.

    Template question
    —

    How do you build business cases for stakeholders?

    Template question
    —

    Describe a deal you lost and what you learned.

    Template question
    Research Roamly's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    As an Account Executive with Roamly, you'll own the entire revenue pipeline and be measured on quota attainment.

    Trust-building is paramount — prospects need confidence in your expertise.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    The compensation range of $40k–$150k OTE suggests a competitive package for this market segment.

    Are you a closer?

    Interested in financial closing roles paying $150k+ OTE? Build your profile to get matched with roles like this.

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