Role Description We are currently looking for an Insurance Account Executive. This position will be remote. - Responsible for planning and strategies to retain and expand current customer relationships. - Responsible to build and maintain effective long-term relationships with a defined customer base to ensure a high level of satisfaction and increased revenue. - Ensures high-quality customer service and issue resolution. - Assists with client engagement activities, including identifying requirements and putting together proposals. - Assists with maintenance of data management systems. - Ensures goals and objectives of the team are met. - Ensures all applicable regulations, policies, and procedures are followed. - Stays abreast of the regulatory environment and market trends in the insurance industry. - Other duties as assigned. Qualifications - Requires a College Degree and 4+ years in the insurance industry with underwriting, sales, account management, or other directly related experience. - Insurance licensing required. A combination of education and experience may meet job requirements. - Extensive knowledge of personal insurance underwriting with high net worth carriers. - Strong sales and client relationship and communication skills, both verbal and written. - Ability to assess risk needs of complex consumers and recommend insurance solutions. - Proven analytical, marketing and organizational skills. - Capability to do the work of the group. - Ability to set and maintain high quality work standards. - Ability to lead and train lower level staff. - Ability to deal effectively with people in various job capacities. - Sound problem solving and collaboration skills. - Proficient in MS Office (Excel, PowerPoint, Word etc.). Benefits - Medical, Dental and Vision Insurance - START DAY ONE! - Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. - Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. - Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. - 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. - Mental health benefits including coaching and therapy sessions. - Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. - Employee Ambassador preferred banking products.

• Own the full sales cycle from outbound prospecting through signed contract on new retail marketplace partnerships • Work a mix of self-sourced pipeline and warm opportunities already in motion • Navigate complex, multi-stakeholder deals across marketplace, affiliate/creator, and retail media teams at major retailers • Develop a repeatable outbound motion targeting retail marketplace and ecommerce leadership • Represent Levanta at industry conferences and events • Partner with founders on deal structure, negotiation strategy, and commercial terms • Feed market intelligence back into product and GTM strategy

• Promote and sell our products and services to engineers, contractors, distributors, and end-users • Conduct market research to gather competitive intelligence and inform sales strategy • Set and achieve sales objectives and forecasts in collaboration with your manager • Cultivate strong relationships with clients and distributors to ensure long-term partnerships • Organize promotional activities including presentations, training seminars, and branch visits • Identify and pursue significant construction and retrofit projects with high sales potential • Strengthen distributor networks to ensure excellent customer service standards • Stay current on industry knowledge and communicate training needs to your manager • Work closely with internal teams to ensure a seamless customer experience • Provide regular reports on activities, progress, and market trends

• Meet and exceed established unit and revenue selling quotes of core products. • Perform regular face-to-face core product demonstrations for all key accounts. • Maintain thorough understanding of competitive landscape with key account through inventory and use of competitive technologies. • Utilize consultative, value-based, and solutions focused sales methodology to drive new revenue-generating opportunities. • Generate and maintain territory report with core products accounts, unit volume, revenue, opportunity funnel, close probability, and activities by utilizing Dynamics (CRM). • Manage corporate accounts and complex sales with a team approach and pre-call planning, prospecting, and face-to-face visits. • Maintain focus on continuous improvement by applying 80/20, PLS, and USa principles/techniques.