Client Business Lead
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Job Description
Client Business Lead navigating clients through the full engagement lifecycle at APEXA. Drive client acquisition in a fast-paced remote environment.
Responsibilities:
- Identify and assess prospective clients based on their needs and suitability
- Manage a diverse client portfolio and act as the primary point of contact throughout client prospecting and sales phases
- Become an APEXA expert and develop a deep understanding of client processes
- Train clients on the system, best practices, and APEXA implementation
- Maintain a customer‑centric approach and promote the brand
- Create presentations and contribute to marketing content
- Drive revenue through client acquisition and identification of new markets
- Schedule and lead regular sales and account management meetings
Requirements:
- 3+ years of experience in the life insurance industry (at an insurer or an MGA)
- 2+ years in business development / account management / sales
- Strong understanding of distribution relationships among advisors, MGAs, and insurers
- Knowledge of contracting, licensing, and/or compliance requirements for life insurance advisors
- Bilingualism required
Benefits:
- Flexibility to work remotely
- Opportunity to work overtime if needed
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