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Protective Life

Life insurance, retirement planning, practice management

New Account Acquisition Lead

Field SalesConfirmed live in the last 24 hours
Full-timeCalifornia, USA$200k - $300k /yr

About the Job

Requirements

  • A bachelor's degree in Business, Marketing, or a related field, or equivalent practical experience.
  • At least 7 years of progressive B2B sales or business-development experience, including ownership of complex, high-value opportunities and individual revenue or quota accountability.
  • Demonstrated success generating, qualifying, and closing new business through consultative selling, solution development, executive engagement, and disciplined pipeline management.
  • Experience selling directly to dealership stakeholders; knowledge of dealership economics, F&I sales processes, and dealer participation programs is preferred.
  • Demonstrated ability to develop compelling proposals, present to senior decision-makers, manage objections, and negotiate pricing and commercial terms.
  • Strong understanding of CRM practices, sales forecasting, opportunity analytics, and data-driven prioritization.
  • Ability to coordinate complex pursuits across multiple internal functions and guide colleagues through opportunity-development activities without direct supervisory responsibility.
  • Strong business and financial acumen, sound judgment, and ability to operate within applicable sales-governance and compliance requirements.
  • Ability to travel regularly to prospective dealerships, industry events, field offices, and company meetings; travel is approximately 70%.

Responsibilities

  • Develop and execute a regional new-account acquisition plan aligned with Direct Channel growth priorities, target-market strategy, and assigned revenue objectives.
  • Identify and cultivate high-potential dealership prospects through market research, referrals, strategic networking, industry events, targeted outreach, and other lead-generation activities.
  • Qualify prospects and opportunities by assessing strategic fit, business potential, buyer priorities, decision processes, competitive position, implementation requirements, and likelihood of success.
  • Own a disciplined acquisition pipeline, maintain accurate CRM records, prioritize opportunities, and provide reliable forecasts, risk assessments, and updates to the Regional Sales Director.
  • Conduct consultative discovery with dealership owners and senior decision-makers to understand business objectives, customer needs, economics, F&I practices, operational requirements, and pain points.
  • Develop customized opportunity strategies and value propositions aligning vehicle protection products, dealer participation programs, training, technology, marketing, and service capabilities with prospect priorities.
  • Prepare and deliver presentations, business cases, and solution proposals communicating differentiation, financial value, implementation considerations, and expected outcomes.
  • Build trusted relationships with senior dealership stakeholders, mobilize internal sponsors, and navigate complex buying groups to advance opportunities and secure commitment.
  • Design negotiation plans and negotiate pricing, incentives, program structures, service expectations, and contractual terms within delegated authority; escalate exceptions with clear commercial rationale.
  • Coordinate cross-functional due diligence, solution development, approvals, contracting, onboarding readiness, and issue resolution for complex or high-value opportunities.
  • Maintain knowledge of the product portfolio, dealer solutions, competitive positioning, market conditions, and relevant regulatory requirements to support consultative selling.
  • Partner with the Sales Lead to transition newly acquired accounts through a structured handoff that preserves relationship continuity, documents commitments, and establishes onboarding and early-growth priorities.
  • Monitor early account performance and resolve acquisition-related issues during the transition period to support successful activation, adoption, and long-term growth.
  • Share market intelligence, prospect feedback, win/loss insights, and emerging competitive trends with regional leadership and internal partners to improve acquisition strategy and sales effectiveness.
  • Provide subject-matter guidance to colleagues on prospecting, discovery, opportunity qualification, proposal development, and complex deal execution, without direct people-management responsibility.

Desired Qualifications

  • Knowledge of dealership economics, F&I sales processes, and dealer participation programs.

About the Company

Protective Life

Life insurance, retirement planning, practice management

Protective Life offers life insurance, retirement planning, and practice management tools to help individuals protect assets and plan for the future. Its products work through multiple channels: life insurance policies for individuals, retirement guides and planning services, and subscription-based practice management software used by financial advisors and insurance agents. The company distributes policies and services via B2B partnerships with advisors and directly to consumers online. It differentiates itself with strong customer service and educational resources, plus training and support for financial professionals to help them serve clients effectively. The goal is to help clients achieve financial security and peace of mind by combining protection, planning, and professional support.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Homewood, AL
Founded
1842

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