Insurance Sales Representative

Job Title: Sales Development Representative (SDR) Job Type: Full-time Location: NYC, New York Base: $65,000-$85,000 OTE: $105,000-$12,000 About Us We are building a modern pre-litigation platform for personal injury law firms by pairing elite bilingual paralegals with advanced AI-powered workflows. Our solution automates client intake, claims coordination, record retrieval, and demand letter drafting, empowering plaintiff firms to scale faster, serve more clients, and reduce administrative overhead. Since launching from beta, we've rapidly achieved 10x revenue growth, with partner firms regularly seeing month-over-month expansion rates of 40% or more. Job Summary We’re seeking a high-energy Sales Development Representative (SDR) to join our founding Go-To-Market (GTM) team in New York City. This role is pivotal in developing outbound strategies, initiating relationships with decision-makers at personal injury law firms, and refining our sales processes. This impactful role allows you to directly influence our outbound strategies and playbooks from the outset. Ideal candidates thrive in dynamic environments, are highly ambitious, and view this position as a fast-track opportunity toward Account Executive and leadership roles, supported by our high-performing team that consistently exceeds targets. About You 1+ year experience in sales, event coordination, or growth-related roles High-energy, creative, and flexible, comfortable working in a startup environment Exceptional communication skills and a flair for organizing impactful outreach events Coachable, driven, and eager to grow quickly in a results-oriented role Based in NYC or open to relocating What You'll Do Execute outbound prospecting via email, phone, LinkedIn, and in-person interactions Represent the company at regional and national legal industry conferences Qualify leads, schedule meetings, and collaborate closely with the sales team Continuously test and optimize outreach methods, messaging, and channels Provide insightful market feedback to shape early-stage GTM strategies

Senior Account Executive Location: San Francisco, CA -- Hybrid Industry: FinTech OTE: $165k Base: $95k About the Company We’re a venture-backed finance OS that puts corporate cards, bill pay, reimbursements, and accounting integrations in one intuitive dashboard—so finance teams can replace fragmented tools with a single source of truth.  Our AI-driven controls stop out-of-policy spend before it happens and surface savings insights in real time.  That automation lets customers close the books in real time with unmatched efficiency  and run live spend and budget reports across cards, travel, and payments.  Today, 40,000+ finance teams rely on our platform—saving millions of hours every year.  An open REST API means customers can build custom workflows or embed spend data anywhere they need.  World-class support and deep ERP integrations round out the package, ensuring data stays in sync automatically.  The Opportunity Join us as an Account Executive on a hyper-growth sales team. What You’ll Do Target high-growth Bay Area startups that need an integrated cash-, card-, and expense-management platform, out-competing legacy banks and newer fintechs  Attend or host 3–5 community and networking events weekly to seed relationships and generate referrals  Run the full sales cycle—prospect, demo, negotiate, close—consistently beating new-business quota  Build, forecast, and manage a healthy pipeline in CRM to hit monthly and quarterly targets  Deliver crisp product demos, field technical questions, and position our unified finance stack against competitors  Partner with onboarding and success teams to ensure friction-free launches and drive expansion within accounts  Capture market and customer feedback to inform roadmap and keep GTM strategy ahead of industry shifts  Requirements 3+ years quota-carrying closing-sales success and consistent quota attainment  1+ year owning and expanding a book of business, focused on net-new logo acquisition  Skilled in building, forecasting, and managing a CRM-based pipeline  Proven ability to deliver consultative demos, negotiate, and close competitive B2B deals  Background selling SaaS, fintech, or other subscription software; financial-services exposure valued  Comfortable attending multiple in-person networking events each week to generate referrals and build community  Recognized top performer with a customer-first mindset and strong relationship-building skills  Familiarity with startup ecosystems and venture accelerators considered a plus  Collaborative “builder” eager to shape early-stage go-to-market processes and share best practices  Benefits Competitive base + uncapped commission. Equity, full medical/dental/vision, and catered lunches. State-of-the-art SF office, learning stipend, and annual team off-site.

Account Executive Location: San Francisco, CA -- Onsite 5 days a week Industry: FinTech OTE: $165k Base: $95k About the Company We’re a venture-backed finance OS that puts corporate cards, bill pay, reimbursements, and accounting integrations in one intuitive dashboard—so finance teams can replace fragmented tools with a single source of truth.  Our AI-driven controls stop out-of-policy spend before it happens and surface savings insights in real time.  That automation lets customers close the books in real time with unmatched efficiency  and run live spend and budget reports across cards, travel, and payments.  Today, 40,000+ finance teams rely on our platform—saving millions of hours every year.  An open REST API means customers can build custom workflows or embed spend data anywhere they need.  World-class support and deep ERP integrations round out the package, ensuring data stays in sync automatically.  The Opportunity Join us as an AE on a hyper-growth sales team. You’ll master modern consultative SaaS selling, learn directly other senior AEs, and graduate to full Account Executive in roughly 12 months. What You’ll Do Target high-growth Bay Area startups that need an integrated cash-, card-, and expense-management platform, out-competing legacy banks and newer fintechs  Attend or host 3–5 community and networking events weekly to seed relationships and generate referrals  Run the full sales cycle—prospect, demo, negotiate, close—consistently beating new-business quota  Build, forecast, and manage a healthy pipeline in CRM to hit monthly and quarterly targets  Deliver crisp product demos, field technical questions, and position our unified finance stack against competitors  Partner with onboarding and success teams to ensure friction-free launches and drive expansion within accounts  Capture market and customer feedback to inform roadmap and keep GTM strategy ahead of industry shifts  Requirements 3+ years quota-carrying closing-sales success and consistent quota attainment  1+ year owning and expanding a book of business, focused on net-new logo acquisition  Skilled in building, forecasting, and managing a CRM-based pipeline  Proven ability to deliver consultative demos, negotiate, and close competitive B2B deals  Background selling SaaS, fintech, or other subscription software; financial-services exposure valued  Comfortable attending multiple in-person networking events each week to generate referrals and build community  Recognized top performer with a customer-first mindset and strong relationship-building skills  Familiarity with startup ecosystems and venture accelerators considered a plus  Collaborative “builder” eager to shape early-stage go-to-market processes and share best practices  Benefits Competitive base + uncapped commission. Equity, full medical/dental/vision, and catered lunches. State-of-the-art SF office, learning stipend, and annual team off-site.

Join Our Energetic Team as a Retail Appointment Setter at VITL Solar! Are you passionate about renewable energy and love connecting with people? If so, we want you to be part of our vibrant team at VITL Solar! As a Retail Appointment Setter, you’ll be essential in spreading the word about solar energy, engaging with customers in retail spaces, and helping them explore the amazing benefits of going solar. Your Role Will Include: Approaching customers with enthusiasm as they shop, creating meaningful conversations about how solar energy can transform their homes. Sharing fascinating insights and benefits of solar solutions to pique their interest. Setting up exciting appointments for our expert sales team to delve deeper into solar options with interested customers. Using our user-friendly CRM to diligently track customer interactions and follow-ups. Collaborating with a dynamic team to hit daily and weekly goals while fostering a fun and energetic work environment! At VITL Solar, we’re not just promoting solar energy; we’re building a community that empowers individuals to make sustainable choices. Your voice can light the path for many to a greener future! Requirements What We’re Looking For: Outstanding communication skills with a warm and engaging personality that attracts attention. A genuine passion for renewable energy and a commitment to educating others about its advantages. Experience in retail, customer service, or sales is a plus, but your positive attitude and eagerness to learn are what truly matter! Exceptional organizational skills to manage your leads effectively and keep track of appointments. A valid driver’s license and dependable transportation are necessary. If you're excited to jump into a role where you can make a tangible difference and inspire others, we’d love to hear from you! Benefits Lucrative Compensation- $85,000 -$100,000/yr Bonuses and Overrides Top Notch Leadership Comprehensive Training

Exciting Opportunity: Become a Retail Appointment Setter with VITL Solar! Are you enthusiastic about renewable energy and enjoy making connections with people? Join us at VITL Solar as a Retail Appointment Setter, where you will play a crucial role in promoting eco-friendly solar solutions! In this position, you’ll engage with customers in retail environments, providing them with information and encouragement to explore solar energy options. Your Key Responsibilities: Approach and interact with customers in-store, sparking genuine conversations about solar energy. Present the benefits of solar solutions in an engaging and informative manner. Schedule appointments with our dedicated sales team for interested customers. Maintain accurate logs of customer interactions and follow-ups using our CRM tools. Collaborate with your team to achieve shared goals and celebrate your successes! At VITL Solar, we foster a collaborative and supportive work environment, and your role is vital in our mission to promote renewable energy. Requirements What We Seek: Exceptional communication skills with a friendly and approachable demeanor. A strong interest in renewable energy and desire to educate others about its benefits. Previous experience in customer service, sales, or retail is advantageous but not required. Ability to stay organized and manage multiple leads effectively. A valid driver’s license and reliable transportation. If you're ready to contribute to a greener future and thrive in a dynamic work environment, we want to hear from you! Benefits Lucrative Compensation- $85,000 -$100,000/yr Bonuses and Overrides Top Notch Leadership Comprehensive Training

Join the VITL Solar Team as a Retail Appointment Setter! Are you a friendly, outgoing person who loves to chat with others? Do you have a passion for renewable energy and want to make a positive impact in the world? If so, we’ve got just the opportunity for you at VITL Solar! As a Retail Appointment Setter, you’ll be our brand ambassador, engaging with customers in retail spaces and helping them discover the amazing benefits of switching to solar energy. Your Role: Warmly approach customers while they’re shopping, sharing your enthusiasm for solar solutions. Start friendly conversations that intrigue customers and encourage them to learn more. Schedule appointments with our talented sales team, ensuring customers receive personalized attention. Keep track of customer interactions and follow-ups using our easy-to-use CRM. Work alongside a supportive team to meet daily and weekly goals while having fun! At VITL Solar, we believe in the power of teamwork and positive connections, and your friendly demeanor can light the way for many households to embrace solar energy! Requirements What You Need to Succeed: A natural ability to communicate with others and make them feel comfortable. A genuine interest in renewable energy and helping others understand its benefits. Previous experience in retail or customer service is a plus, but being friendly and open-minded is what counts! Great organizational skills to keep track of your leads and appointments. A valid driver’s license and reliable transportation are a must. If you’re ready to bring your friendly personality to a role that helps promote a greener future, we’d love to hear from you! Benefits Lucrative Compensation- $85,000 -$100,000/yr Bonuses and Overrides Top Notch Leadership Comprehensive Training