Lead Accountant (Account Executive) - Captive Insurance Management

75219 Dallas, Texas WTW

Posted 5 days ago

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Job Description

**Description**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
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Business Development Manager (Outside Sales Executive)

75215 Park Cities, Texas Securitas Security Services USA, Inc.

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Business Development Manager (Outside Sales Executive)

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Securitas Security Services USA, Inc. provided pay range

This range is provided by Securitas Security Services USA, Inc. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $0,000.00/yr

Securitas Security Services USA, Inc.

Position Title: Business Development Manager (Outside Sales Executive)

Location: Dallas/Fort Worth, Texas (TX)

Securitas USA: Your Opportunity to Lead and Create:

At Securitas, we recognize that authentic leadership means more than just overseeing operations; it's about setting a vision, inspiring, and making a tangible impact. We are seeking a Business Development Manager based out of Dallas/Fort Worth, Texas (TX). This is more than just a job; This is your opportunity to spearhead change and shape the direction of sales in the security services and solutions industry.

Why Securitas? Making the World a Safer Place

Being a part of Securitas is being a part of a global corporation devoted to innovation and excellence. We offer a special setting that fosters personal development and honors achievements. Being an essential part of a team that prioritizes integrity, vigilance, and helpfulness. As a member of our Team, you will truly make a difference on the communities we serve. We would love to speak with you if you are interested in taking on this significant and fulfilling position and help advance the culture that is driven by performance and centered around execution, purpose, and belonging. Join us on our mission of making the world a safer place.

About Securitas

  • Our Values: Integrity, Vigilance and Helpfulness
  • Our Team: 340,000+ skilled employees
  • Established: Securitas AB (1934) Helsingborg, Sweden
  • Industry: Providing global and specialized services (6 Pillars)

Job Summary

Utilizes appropriate marketing and sales methodologies to develop profitable business in security services in an assigned Area or business segment; follows-up regularly with clients to assess satisfaction with services and to identify additional business opportunities; strives to achieve sales goals.

Benefits Offered

Securitas will offer a base salary of 90,000/Annually in addition to a full benefit package that includes:

  • 800 Monthly Vehicle Allowance
  • Medical Insurance
  • Life Insurance
  • Dental
  • Vision
  • 10 Vacation Days Accrued
  • 4 Floating Holidays
  • 6 Sick Days
  • 401K
  • Generous, long-term, commission structure is paid

Position Qualifications

  • Ensures delivery of high-quality customer service
  • Is organized, self-disciplined, technologically savvy, compliant, and communicates timely and effectively at all levels

Education/Experience

  • Bachelors Degree
  • 2 years of business-to-business selling experience
  • Or an equivalent combination of education and experience sufficient to perform the essential functions of the job, as determined by the company
  • Additional relevant experience can be substituted for the required education on the basis of one calendar year of experience for one academic year of education

Company Website:

Securitas is committed to equal employment opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, pregnancy, genetic information, disability, status as a protected veteran, or any other applicable legally protected characteristic.

#AF-SSTA

Business Development Manager/Securitas Security/Dallas, Texas/ TXDPS License #B01835

Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, were looking for you to join the Securitas team. Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development and Sales
  • Industries Security and Investigations

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Business Development Manager (Outside Sales Executive)

75219 Dallas, Texas Securitas Security Services USA, Inc.

Posted 17 days ago

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Job Description

**Securitas Security Services USA, Inc.**
**Position Title:** Business Development Manager (Outside Sales Executive)
**Location:** Dallas/Fort Worth, Texas (TX)
**Securitas USA: Your Opportunity to Lead and Create:**
At Securitas, we recognize that authentic leadership means more than just overseeing operations; it's about setting a vision, inspiring, and making a tangible impact. We are seeking a Business Development Manager based out of Dallas/Fort Worth, Texas (TX). This is more than just a job; This is your opportunity to spearhead change and shape the direction of sales in the security services and solutions industry.
**Why Securitas? Making the World a Safer Place**
Being a part of Securitas is being a part of a global corporation devoted to innovation and excellence. We offer a special setting that fosters personal development and honors achievements. Being an essential part of a team that prioritizes integrity, vigilance, and helpfulness. As a member of our Team, you will truly make a difference on the communities we serve. We would love to speak with you if you are interested in taking on this significant and fulfilling position and help advance the culture that is driven by performance and centered around execution, purpose, and belonging. Join us on our mission of making the world a safer place.
**About Securitas:**
+ **Our Values:** Integrity, Vigilance and Helpfulness
+ **Our Team:** 340,000+ skilled employees
+ **Established:** Securitas AB (1934) - Helsingborg, Sweden
+ **Industry:** Providing global and specialized services (6 Pillars)
**Job Summary:**
Utilizes appropriate marketing and sales methodologies to develop profitable business in security services in an assigned Area or business segment; follows-up regularly with clients to assess satisfaction with services and to identify additional business opportunities; strives to achieve sales goals.
**Benefits Offered:**
Securitas will offer a base salary of $90,000/Annually in addition to a full benefit package that includes:
+ $800 Monthly Vehicle Allowance
+ Medical Insurance
+ Life Insurance
+ Dental
+ Vision
+ 10 Vacation Days Accrued
+ 4 Floating Holidays
+ 6 Sick Days
+ 401K
+ Generous, long-term, commission structure is paid
**Position Qualifications:**
+ Ensures delivery of high-quality customer service
+ Is organized, self-disciplined, technologically savvy, compliant, and communicates timely and effectively at all levels
**Education/Experience:**
+ Bachelor's Degree
+ 2 years of business-to-business selling experience
+ Or an equivalent combination of education and experience sufficient to perform the essential functions of the job, as determined by the company
+ Additional relevant experience can be substituted for the required education on the basis of one calendar year of experience for one academic year of education
**Company Website:** is committed to equal employment opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, pregnancy, genetic information, disability, status as a protected veteran, or any other applicable legally protected characteristic._
#AF-SSTA
_Business Development Manager/Securitas Security/Dallas, Texas/ TXDPS License #B01835_
Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we're looking for you to join the Securitas team.
Benefits include:
+ Retirement plan
+ Employer-provided medical and dental coverage
+ Company-paid life insurance
+ Voluntary life and disability insurance
+ Employee assistance plan
+ Securitas Saves discount program
+ Paid holidays
+ Paid time away from work
Additionally, some populations may have the availability of accessing earned wages on a daily basis, prior to payday. Restrictions and fees may apply.
Certain waiting periods may also apply. Paid time away from work may be available either through a combination of vacation and sick time or under a PTO policy, depending on local requirements. Benefits may be different for union members.
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Business Development Account Executive

75049 Garland, Texas Spectrum

Posted 6 days ago

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Job Description

Do you want to partner with clients to deliver a complete portfolio of solutions? You can do that. Do you prefer to have the autonomy to build relationships with new and existing clients through sales calls, company visits, networking and industry events? As an Business Development Account Executive at Spectrum Business, you can do that.Spectrum Business provides modern enterprise technology solutions that meet the unique needs of some of the country’s biggest brands. If you’re looking to build your most successful career, support client growth and work alongside intelligent, driven professionals, you can do that. We're ready to go all in on your future and create an engaging environment.Be part of the connection:You connect clients with telecommunications products that meet their complex and evolving needs. After completing our award-winning training, you attain or exceed your monthly quota by providing dedicated account management and working a plan of email campaigns, cold calling, discovery calls, appointment setting and client presentations. How you can make a difference:Complete our 12-week paid sales training that won a Brandon Hall Group gold award for excellence in Best Advance in Sales Enablement and Performance Tools.Consult with established and prospective clients to develop product solutions.Deliver product proposals and presentations to decision-makers and close deals.Field-based sales roles have fluidity between home, client location and office locations. The expectation is that you are primarily out in front of clients.Identify target markets, industries and contacts for a product portfolio and qualify leads by submitting an ROI analysis.Request a site survey to determine serviceability.Encourage client retention through coordinated efforts with multiple internal teams.WHAT YOU BRING TO SPECTRUM BUSINESS Required qualifications:Experience: Three or more years of sales experience as a proven sales performer exceeding goals.Education: High school diploma or equivalent.Technical Skills: Knowledge of LAN, WAN, high capacity networks and fiber connected networks.Skills: Effective relationship building, negotiation, closing and English communication skills.Abilities: Quick learner, deadline-driven and the ability to manage change and shifting priorities.Availability: Travel to and from assigned territories and company facilities. Valid driver's license.Preferred qualifications:Bachelor’s degree in a related field.Familiar with Salesforce or similar CRM.Proficient in Microsoft Office suite.Experience selling telecommunications products.What you can enjoy every day:Embracing Diversity: A culture of excellence that celebrates diversity, innovative thinking and dedication to exceeding client expectations.Learning Culture: Company support in obtaining technical certifications.Dynamic Growth: Paid training and clearly defined paths to advance within the company.Total Rewards: Comprehensive benefits that encourage a work-life balance.Apply now, connect a friend to this opportunity or sign up for job alerts.#LI-TC1 SCM230 2025-53466 2025 Here, employees don’t just have jobs, they build careers. That’s why we believe in offering a comprehensive pay and benefits package that rewards employees for their contributions to our success, supports all aspects of their well-being, and delivers real value at every stage of life.A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances.Get to Know Us Charter Communications is known in the United States by our Spectrum brands, including: Spectrum Internet®, TV, Mobile and Voice, Spectrum Networks, Spectrum Business and Spectrum Reach. When you join us, you’re joining a strong community of 95,000 employees working together to serve more than 31 million customers in 41 states and keep them connected to what matters most. Watch this video to learn more.Who You Are Matters Here We’re committed to growing a workforce that reflects our communities, and providing equal opportunities for employment and advancement. EOE, including disability/vets. Learn about our inclusive culture.

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Business Development Account Executive

75215 Park Cities, Texas Spectrum

Posted 6 days ago

Job Viewed

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Job Description

Do you want to partner with clients to deliver a complete portfolio of solutions? You can do that. Do you prefer to have the autonomy to build relationships with new and existing clients through sales calls, company visits, networking and industry events? As an Business Development Account Executive at Spectrum Business, you can do that.Spectrum Business provides modern enterprise technology solutions that meet the unique needs of some of the country’s biggest brands. If you’re looking to build your most successful career, support client growth and work alongside intelligent, driven professionals, you can do that. We're ready to go all in on your future and create an engaging environment.Be part of the connection:You connect clients with telecommunications products that meet their complex and evolving needs. After completing our award-winning training, you attain or exceed your monthly quota by providing dedicated account management and working a plan of email campaigns, cold calling, discovery calls, appointment setting and client presentations. How you can make a difference:Complete our 12-week paid sales training that won a Brandon Hall Group gold award for excellence in Best Advance in Sales Enablement and Performance Tools.Consult with established and prospective clients to develop product solutions.Deliver product proposals and presentations to decision-makers and close deals.Field-based sales roles have fluidity between home, client location and office locations. The expectation is that you are primarily out in front of clients.Identify target markets, industries and contacts for a product portfolio and qualify leads by submitting an ROI analysis.Request a site survey to determine serviceability.Encourage client retention through coordinated efforts with multiple internal teams.WHAT YOU BRING TO SPECTRUM BUSINESS Required qualifications:Experience: Three or more years of sales experience as a proven sales performer exceeding goals.Education: High school diploma or equivalent.Technical Skills: Knowledge of LAN, WAN, high capacity networks and fiber connected networks.Skills: Effective relationship building, negotiation, closing and English communication skills.Abilities: Quick learner, deadline-driven and the ability to manage change and shifting priorities.Availability: Travel to and from assigned territories and company facilities. Valid driver's license.Preferred qualifications:Bachelor’s degree in a related field.Familiar with Salesforce or similar CRM.Proficient in Microsoft Office suite.Experience selling telecommunications products.What you can enjoy every day:Embracing Diversity: A culture of excellence that celebrates diversity, innovative thinking and dedication to exceeding client expectations.Learning Culture: Company support in obtaining technical certifications.Dynamic Growth: Paid training and clearly defined paths to advance within the company.Total Rewards: Comprehensive benefits that encourage a work-life balance.Apply now, connect a friend to this opportunity or sign up for job alerts.#LI-TC1 SCM230 2025-53466 2025 Here, employees don’t just have jobs, they build careers. That’s why we believe in offering a comprehensive pay and benefits package that rewards employees for their contributions to our success, supports all aspects of their well-being, and delivers real value at every stage of life.A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances.Get to Know Us Charter Communications is known in the United States by our Spectrum brands, including: Spectrum Internet®, TV, Mobile and Voice, Spectrum Networks, Spectrum Business and Spectrum Reach. When you join us, you’re joining a strong community of 95,000 employees working together to serve more than 31 million customers in 41 states and keep them connected to what matters most. Watch this video to learn more.Who You Are Matters Here We’re committed to growing a workforce that reflects our communities, and providing equal opportunities for employment and advancement. EOE, including disability/vets. Learn about our inclusive culture.

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Business Development Manager

75215 Park Cities, Texas Launch Potato

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Job Description

WHO ARE WE?Launch Potato is a digital media company with a portfolio of brands and technologies. As The Discovery and Conversion Company, Launch Potato is a leading connector of advertisers to customers at all parts of the consumer journey, from awareness to consideration to purchase.The company is headquartered in vibrant downtown Delray Beach, Florida, with a unique international team across over a dozen countries. Launch Potato's success comes from a diverse, energetic culture and high-performing, entrepreneurial team. As a result, the company is always looking for like-minded teammates and partners.BASE SALARY: $60,000-$5,000, based on location, experience, and expertiseOn-target earnings (OTE): Capped at 90,000 annuallyUpside: OTE may increase based on performance over timeMUST HAVE:You are a hunter and relentlessly grow net new advertiser partnerships.Proven track record of closing deals in B2B media, performance marketing, affiliate, or SaaS environments.Strong grasp of performance marketing KPIs (e.g., CPA, ROAS, LTV) and how they impact client growth strategies.Excellent outbound communication skills, capable of writing compelling cold emails and conducting persuasive discovery calls.Proficiency with CRM tools like Pipedrive and strong follow-through in pipeline management.Experience: 1-3 years in a quota-carrying outbound sales role with demonstrated ability to exceed targets.YOUR ROLEGrow Launch Potato's revenue by developing, closing, and onboarding high-value media partnerships that drive measurable performance marketing outcomes for our clients.Outcomes (Performance Expectations)Pipeline Development: Generate a consistent flow of qualified outbound leads via multi-channel prospecting (email, LinkedIn, Slack communities) within your first 30 days.Discovery Excellence: Conduct at least 12 discovery calls per month that identify a prospect's specific growth objectives (e.g., CPA, LTV, ROAS) and align LP's solutions accordingly.Sales Execution: Close a set number of new partnerships per quarter, with a combined annual contract value of 250,000 or more by month 6.CRM Accuracy: Maintain 100% CRM hygiene and forecast accuracy in Pipedrive with weekly updates to pipeline status, stage, and deal probability.Cross-functional Collaboration: Complete 100% of new client handoffs to Account Management within 5 days of closing, ensuring seamless transitions.Outbound Innovation: Test and iterate on 2+ new outbound strategies or verticals per quarter to expand Launch Potato's partner footprint.Competencies:Outcome-Oriented: Operates with urgency and ownership to exceed sales goals.Customer-Centric: Prioritizes value-driven conversations that position LP as a strategic growth partner.Process-Driven: Follows structured sales methodology and documents learnings and iterations.Collaborative: Partners with internal teams to ensure seamless post-sale transitions and long-term success.Coachability: Open to feedback and quick to apply learnings in real-time.Entrepreneurial-Minded: Acts with ownership, initiative, and creativity to uncover opportunities and drive business growth.TOTAL COMPENSATIONBase salary is set according to market rates for the nearest major metro and varies based on Launch Potato's Levels Framework. Your compensation package includes a base salary, profit-sharing bonus, and competitive benefits. Launch Potato is a performance-driven company, which means once you are hired, future increases will be based on company and personal performance, not annual cost of living adjustments.Want to make your impact in a profitable, high-growth company? Apply now!Since day one, we've been committed to having a diverse, inclusive team and culture. We are proud to be an Equal Employment Opportunity company. We value diversity, equity, and inclusion. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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Business Development Specialist

75215 Park Cities, Texas COLLEGE HUNKS HAULING JUNK AND MOVING

Posted today

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Job Description

Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Competitive salary
  • Dental insurance
  • Employee discounts
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance
About the Role: We are seeking a driven and strategic Growth Strategist to drive growth by managing the full sales cyclefrom lead generation to closewhile cultivating and expanding client relationships. This pivotal role focuses on delivering profitable results, maximizing wallet share from both new and existing clients, and aligning solutions with client and organizational goals. Essential Job Duties & Responsibilities:
  • Build and maintain strong, trust-based relationships with franchisors (Zors) and franchisees (Zees).
  • Serve as a strategic partner and advisor to clients, ensuring alignment with their business goals.
  • Proactively identify and pursue high-potential leads using a variety of outreach strategies.
  • Strategically nurture leads through ongoing communication, education, and support.
  • Present tailored solutions to close leads and convert prospects into profitable clients.
  • Evaluate and categorize leads to prioritize opportunities with the highest potential.
  • Identify upselling and cross-selling opportunities within the existing client base.
  • Expand revenue share by deepening partnerships and increasing service adoption.
Qualifications:
  • Proven success in B2B sales, ideally in professional services or franchising.
  • Minimum 35 years of relevant experience in a consultative or strategic sales role.
  • Strong understanding of lead management and client relationship dynamics.
  • Experience working with franchisors and/or franchisees preferred.
Skills & Competencies:
  • Exceptional relationship-building and client management skills.
  • Strong verbal and written communication, presentation, and persuasion abilities.
  • Adept at strategic thinking and sales planning.
  • Comfortable working independently and collaboratively across teams.
  • Organized and detail-oriented with excellent follow-through.
Technical Skills:
  • Proficiency with CRM systems (e.g., HubSpot) and sales engagement platforms.
  • Familiarity with lead scoring, reporting, and sales metrics tracking.
  • Competence in digital communication tools (Zoom, Slack, etc.).
  • Ability to analyze data and use insights to inform sales strategy.
Personal Attributes:
  • Charismatic and persuasive, with a natural ability to connect with people.
  • Self-starter with a high degree of initiative and accountability.
  • Results-driven with a relentless focus on meeting and exceeding targets.
  • Adaptable and agile in a fast-paced, ever-evolving sales environment.
  • Motivated by both individual and team success.

Flexible work from home options available.

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Business Development Specialist

75215 Park Cities, Texas Zurich NA

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Business Development Specialist

124853

At SpearTip, we empower organizations to proactively defend against cyber threats through advanced managed detection and response services, incident response, and threat intelligence. We're seeking a tenured Inside Sales Representative to join our growing revenue team. As an ISR, you will be responsible for driving net new business across defined territories or verticals. This is a strategic, high-impact role requiring a deep understanding of the buyer journey, effective collaboration with your assigned Sales Development Representative (SDR), and the ability to navigate complex sales cycles from pipeline generation to close.

You will be joining a high-performance culture modeled on accountability, results, and continuous learning-ideal for someone with a proven track record in B2B SaaS or cybersecurity sales who thrives in a dynamic, metrics-driven environment.

Key Responsibilities

  • Drive full-cycle sales processes from demand generation through opportunity management to final close.

  • Prospect and develop new customer relationships through outbound activity and SDR support.

  • Deliver value-based, solution-oriented sales presentations to IT and business leaders (CISO, CIO, IT Director, Compliance).

  • Partner closely with internal stakeholders including marketing, sales engineering, and customer success to ensure seamless buyer engagement and handoff.

  • Maintain accurate pipeline and forecast updates using CRM and sales enablement tools.

  • Consistently meet or exceed monthly and quarterly quota targets.

  • Continuously develop subject matter expertise in cybersecurity services, threat landscape trends, and buyer pain points.


Basic Qualifications:

  • Bachelors Degree and 6 or more years of experience in the Sales areaOR

  • High School Diploma or Equivalent and 8 or more years of experience in the Sales areaOR

  • Zurich Certified Insurance Apprentice including an Associate Degree and 6 or more years of experience in the Sales area


Preferred Qualifications:

  • Min. 5 - 8 years of successful quota-carrying experience in direct sales, preferably in enterprise software or cybersecurity.

  • Strong outbound prospecting skills and ability to self-generate pipeline.

  • Familiarity with structured sales methodologies (e.g., MEDDIC, Challenger, Value Selling, SPIN).

  • Demonstrated ability to manage and close complex sales cycles with multiple stakeholders.

  • Strong interpersonal, presentation, and negotiation skills.

  • Comfortable working independently, managing priorities, and adapting in a fast-moving and high-growth environment.

  • Proficiency with tools such as Salesforce, LinkedIn Sales Navigator, Outreach, ZoomInfo, and Microsoft Teams.


At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere ( . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.

The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The annual variable compensation range, based on performance under the sales incentive plan for this role, is $85,500.00 - $140,000.00.This position included a variable component that is based on an individual's performance under the applicable sales incentive plan.

As an insurance company, Zurich is subject to 18 U.S. Code 1033.

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere ( to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - California Virtual Office, AM - Atlanta, AM - Schaumburg, AM - New York, AM - Chicago, AM - Dallas, AM - San Francisco, AM - Los Angeles, AM - Boston, AM - Denver, AM - Illinois Virtual Office, AM - Texas Virtual Office, AM - New Jersey Virtual Office, AM - Florida Virtual Office, AM - New York Virtual Office, AM - Ohio Virtual Office, AM - Pennsylvania Virtual Office, AM - Sacramento, AM - Arizona Virtual Office, AM - Connecticut Virtual Office, AM - Massachusetts Virt. Office, AM - Colorado Virtual Office, AM - Nevada Virtual Office, AM - South Carolina Virt. Office, AM - Virginia Virtual Office, AM - Washington DC, AM - Nashville, AM - Washington DC Virt. Office, AM - Austin, AM - Colorado Springs, AM - Columbus, AM - Baltimore

Remote Working: Yes

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-REMOTE

EOE Disability / Veterans

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Business Development Specialist

75215 Park Cities, Texas Windward Recruiting

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Job Description

We have an exciting opportunity for a Business Development Specialist to join a nationally respected independent RIA in a high-impact, client acquisition role. This position is built for a confident communicator who enjoys building relationships and thrives in a fast-moving, team-based environment. The BDS plays a central role in driving firm growth by originating new client relationships through trusted custodian referral programs.This is a hybrid position with flexibility in select markets.DUTIES & RESPONSIBILITIESBuild and manage relationships with Financial Consultants (FCs) at Schwab and Fidelity referral branchesServe as the first point of contact for prospective clients; conduct discovery calls to assess fit and identify planning needsQualify prospects and coordinate a seamless handoff to internal Financial Advisors for onboardingTrack activity and outcomes using CRM systems to ensure accurate reporting and pipeline visibilityPartner with internal teams to refine referral strategy, improve conversion rates, and ensure top-tier client experience from day oneMaintain strong working knowledge of the firm's investment philosophy, planning services, and competitive advantagesRepresent the firm with professionalism and warmth in all prospect and custodian-facing interactionsTravel locally to referral branches; occasional national travel as needed for conferences or team meetingsQUALIFICATIONS3+ years of experience in financial services, ideally in business development, advisory, or referral-focused rolesBachelor's degree required; Series 65 or CFP strongly preferredFamiliarity with Schwab or Fidelity referral platforms is highly valuedPolished verbal and written communication style with strong interpersonal instinctsProven ability to build trust quickly and open high-quality conversations with HNW prospectsCRM fluency and comfort with activity-based metricsTeam-first attitude with confidence, humility, and driveClear interest in the long-term impact of private wealth advisory

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