Senior Account Executive

Company Description Jackson Financial Group Inc. is a national insurance and financial services company with partners and locations across the United States. The organization helps clients pursue financial security through holistic planning for businesses, families, and employees. In response to evolving expectations around work and family life, the company emphasizes flexibility and safety while maintaining strong earning potential. Jackson Financial Group leverages cutting-edge, technology-driven solutions to support its sales teams and deliver a best-in-class customer experience. Team members benefit from a modern, client-focused environment that values innovation, integrity, and long-term relationships.

Role Description The Senior Account Executive is a part-time, remote role based in the New York City Metropolitan Area. This role is responsible for managing and growing a portfolio of insurance and financial services clients through proactive relationship management, consultative selling, and holistic financial planning support. Day-to-day activities include meeting with prospective and existing clients, assessing their business and personal financial needs, presenting tailored solutions, and closing new opportunities. The Senior Account Executive collaborates with internal teams to develop proposals, ensure smooth implementation of products and services, and deliver an exceptional customer experience. Additional responsibilities include maintaining accurate records in CRM systems, monitoring market trends, participating in training and team meetings, and consistently achieving sales and revenue targets.

Qualifications

• Client relationship management and account management skills, with a track record of building long-term, trust-based partnerships.
• Consultative sales and business development skills, including prospecting, needs analysis, solution presentation, and closing.
• Knowledge of insurance and financial services products, and experience applying holistic financial planning concepts to client situations.
• Strong communication, negotiation, and presentation skills, including the ability to explain complex concepts in clear, accessible language.
• Proficiency with CRM software and technology-driven sales tools, and comfort working with data to inform client strategies.
• Ability to work independently, prioritize multiple accounts, and meet or exceed defined performance goals in a fast-paced environment.
• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.
• Relevant licenses (such as life and health insurance, securities registrations, or other applicable designations) or willingness to obtain them within a specified timeframe.
• Prior experience in a senior sales, account executive, or relationship management role, ideally within insurance, financial services, or a related industry.