Surety & Insurance Technology Sales Consultant

Surety & Insurance Technology Sales Consultant

Job Type

Full-time

Location 

Remote – Candidates can be located anywhere in the US.

Please note: Only candidates physically located inside the US and authorized to legally work in the US without current or future sponsorship by PolicyBound and are eligible for consideration for this role.

Travel

Candidate must have ability to occasionally travel for customer meetings and/or industry events (less than 20%).

Compensation

This is a base plus commission position with significant earning potential for high performers.

Base Salary:

$70K-$80K + generous commission structure.

Expected On-target Earnings:

$150,000+ (uncapped commission)

Benefits:

Above industry-average PTO and paid holiday schedule, employer-paid health, dental and vision insurance*, 401(K) with company match, and more.

Job Overview

We're looking for a highly motivated Sales Consultant to introduce PolicyBound's surety software platform to insurance agencies, MGAs, wholesalers, and enterprise organizations. This is a full-cycle, business-to-business software sales role with a competitive base salary and uncapped commission. You'll be responsible for prospecting new opportunities, delivering engaging product demonstrations, and closing new business. If you're passionate about the insurance industry, enjoy building relationships, and want to help modernize the way surety business is written, we'd love to hear from you.

What You'll Do

• Prospect and develop new business opportunities within the Property & Casualty (P&C) insurance industry.

• Own the entire sales process, from initial outreach through software demonstrations, proposal development, negotiation, and closing.

• Deliver engaging product demonstrations that clearly communicate the value of the PolicyBound platform.

• Build relationships with agency owners, executives, producers, and insurance professionals.

• Identify customer challenges and position PolicyBound's software to address their operational needs.

• Develop customized proposals and presentations tailored to each prospective customer's business needs.

• Negotiate pricing, contract terms, and agreements to successfully close new business.

• Collaborate with PolicyBound leadership and internal stakeholders to develop creative solutions for complex sales opportunities.

• Consistently meet or exceed monthly and annual sales goals.

• Maintain an organized sales pipeline using PolicyBound’s CRM software.

• Partner with PolicyBound’s product and customer success teams to ensure successful customer onboarding.

What Makes You a Great Fit     

Required:

• 3+ years of full-cycle B2B software sales experience

• 3+ years of experience delivering software demonstrations to prospective customers (with or without team support)

• 2+ years of surety industry experience or extensive P&C experience

• Existing relationships with insurance professionals including agencies, MGAs, carriers, and/or wholesalers

• Excellent presentation and communication skills

• Strong prospecting and relationship-building abilities

• Experience managing opportunities within a major CRM like SalesForce or Hubspot

• Ability to occasionally travel for customer meetings and industry events (less than 20% travel)

Nice to have:

• P&C Insurance software sales experience

• Experience working at an insurance agency, MGA, wholesaler, or carrier

• Experience selling enterprise software with multi-stakeholder buying processes

• Experience with insurance agency management systems

• Familiarity with APIs, integrations, or workflow automation platforms

• Experience responding to RFPs or enterprise procurement processes

• Experience working in a fast-growing or high-growth technology company

The PolicyBound Culture

We are a high-trust, high-impact team of builders, problem-solvers, and industry insiders who thrive on collaboration and forward thinking. At PolicyBound, every voice matters. Your ideas will not just be heard; they will help shape the future of the industry. We believe in moving fast, learning constantly, and supporting each other while we do our best work.

Please Note: Our hiring process may include technology-assisted tools that support the review of applications and candidate qualifications. All employment decisions are made by human reviewers.