Group Health Insurance Account Executive (B2B)

About Us

At First Gen, our mission is to unlock capital to empower teams. We help business owners optimize their financial performance and reinvest in their people. We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and a commitment to continuous growth. Every team member contributes directly to expanding both our clients’ success and our company’s vision. Our leadership team has a proven track record of success across multiple sectors of finance, and we are bringing that expertise into this venture.

The Role

We’re looking for a high performing Account Executive who thrives in a fast-paced, performance-driven environment. You’ll lead full-cycle B2B sales efforts—prospecting, consulting, and closing new accounts—while helping shape the culture and standards of our expanding sales team.
You won’t just sell—you’ll help business owners expand their possibilities & build meaningful relationships along the way.

Key Responsibilities

• Generate and close new B2B accounts through consultative, solution-based selling.
• Manage the full sales cycle: prospecting, discovery, pitching, negotiating, and onboarding.
• Consistently meet or exceed weekly, monthly, and quarterly sales goals.
• Build and maintain a robust sales pipeline using CRM tools and process discipline.
• Collaborate cross-functionally with Business Development, Customer Success, and Leadership.
• Lead with integrity, clarity, and professionalism in every client and team interaction.
• Serve as a performance model and cultural leader for the expanding sales team.

What You’ll Do

• Prospect & Consult: Engage warm leads and current clients through Zoom and phone consultations. Appointments will be booked to your calendar, but your own prospecting is required to supplement our appointments.

• Sell Strategically: Identify pain points, communicate financial solutions, and tailor offerings to client needs.

• Drive Revenue: Enroll multiple new accounts weekly while maintaining quality and compliance standards.

• Own Your Process: Track KPIs, manage your pipeline, and execute consistent follow-up with discipline.

• Collaborate: Work closely with peers, BDRs, and leadership to ensure seamless client transitions and retention.

• Learn & Grow: Participate in feedback sessions, call reviews, and skill development opportunities.

Pre-requisites

• 3+ years of B2B full-cycle sales experience, preferably in financial services or a related industry.
• Proven track record of exceeding sales quotas and revenue goals.
• Strong command of consultative selling, business acumen, and emotional intelligence.
• Proficiency with CRM systems, pipeline management, and structured follow-up routines.
• Excellent communication, presentation, and active listening skills.
• Self-motivated, disciplined, and adaptable in a fast-moving environment.

Who You Are

You are an A-Player—coachable, driven, and mission-aligned.
You thrive in ownership and are energized by competition and growth.

You embody First Gen’s core values:

• Ironclad Integrity: You do the right thing even when no one’s watching.
• 24-Carat Accountability: You take full ownership of outcomes and stay humble when corrected.
• Catalyst for Growth: You’re a constant learner with curiosity, discipline, and resilience.
• Wholehearted Connector: You put relationships before deals and build trust through authenticity.

You are not just looking for a sales job—you’re seeking a career path with purpose.

What Success Looks Like

Within 3 Months:

• Booking 2+ qualified appointments daily.
• Taking 7 qualified appointments daily
• Enrolling 2 new accounts weekly.
• Building baseline knowledge of services, compliance, and tax structure.

Within 6 Months:

• Consistently enrolling 3–5+ accounts weekly (200+ total employees onboarded).
• Fully owning every stage of the sales process from prospecting to go-live.

Within 12 Months:

• Managing a large book of business.
• Consistently exceeding KPIs and setting new revenue records.
• Recognized as a top performer and culture leader within the sales organization.

Why Join First Gen?

• Purpose-driven mission and values-led culture.
• Competitive compensation and performance incentives.
• Flexible, remote-first environment with autonomy and trust.
• Opportunity to be part of a fast-growing early-stage team with massive upward potential.
• Leadership that invests in your professional growth, personal goals, and career development.

Interview Process

We keep our process concise, candidate-friendly, and efficient:

Phone Screen – Intro conversation to align on experience and goals.

Hiring Manager Interview – Deeper discussion around skills, mindset, and culture fit.

Virtual Interview / Role Play Challenge – Record yourself selling your current offer while addressing common objections.

(Our typical process involves 3-4 touchpoints to ensure a smooth and timely candidate experience.)