Remote Insurance Executive - Equity + OTE

🧡 Coverflex

Work changed. Pay didn’t.

Coverflex exists to make compensation work for everyone.
Pay is still rigid, fragmented, and hard to feel.
We turn compensation into choice — one platform, one card, one app — for benefits, meal allowance, insurance and more.

Our platform is simple for HR and meaningful for employees.
We provide choice, smarter compensation tools and empowerment.

Role: Insurance Sales Executive
Seniority Level: Intermediate
Type: Individual Contributor
Languages: English (main) / Spanish (fluent, so you can actually sell)
Main Tools: Hub Spot, Linked In Sales Navigator, Notion, Slack
Regulatory requirement: level 2 Insurance Mediation/Distribution License (or higher)
Location: Remote (Spain)
Compensation:

• Base Salary: €35,000 – €45,000

• Bonus / Commissions: OTE 70/30

• Equity: Yes – Stock Options under our Equity Incentive Plan

• Benefits: you can check them below (at the end of the page)

• Contract Type: Permanent

This role exists to accelerate revenue growth in Spain by expanding existing customer accounts through structured upsell and cross-sell of insurance products, while strengthening long-term customer relationships.

You’ll play a crucial role in sustainable growth by maximising customer lifetime value, ensuring customers receive the right insurance solutions as they evolve, and reinforcing Coverflex as a trusted partner in employee benefits and health insurance.

You’ll know you’re successful when, after 90 days, you’ve…

• Built a clear expansion pipeline across your portfolio and started converting opportunities into revenue

• Established strong relationships with key customer stakeholders (HR + Finance)

• Developed a consistent, repeatable outreach rhythm (meetings, calls, follow-ups)

• Proven you can balance volume with quality conversations and consultative selling

How we’ll measure success:

• Main KPI 1: Upsell and cross-sell revenue generated from existing accounts

• Main KPI 2: Number of expansion opportunities identified, qualified, and closed

• Main KPI 3: Portfolio engagement metrics (meetings booked, calls made, conversion rates)

Let’s be real, this is not a “relationship manager” role where things just flow.

Here’s what makes it challenging:

• You’ll manage a high volume of accounts and still need to maintain quality, value-driven conversations

• Even with existing customers, you’ll face objections like “we don’t need this now” or “we already have a solution”

• You’ll navigate multiple decision-makers, especially HR + Finance who may have different priorities

• You’ll need to be consistent with high volume (calls/emails every day) while keeping energy and focus high

• You’ll be expected to hit targets in a consultative environment where trust-building and timing matter.

• Proven track record working with health insurance

• Level 2 Insurance Mediation/Distribution License (or higher)

• Proven B2B Sales or Customer Success experience with commercial responsibility

• Comfortable owning expansion conversations across stakeholders (HR + Finance)

• Highly organised and disciplined managing portfolio activity and follow-ups

• Confident hitting targets through structured execution and pipeline discipline

• Strong CRM mastery (e.g., Hub Spot / Salesforce)

• End-to-end sales cycle management experience (discovery → close)

• Experience in employee benefits

• SaaS / tech startup background

• Public speaking, training, or webinar hosting experience

• Resilient: you can hear “not now” 10 times and still show up sharp on call 11

• Proactive: you don’t wait for accounts to ask, you create opportunities

• Growth-oriented: feedback fuels you, it doesn’t trigger you

• Organised + data-driven: your pipeline isn’t “in your head”, it’s in the CRM

• Executive-ready communicator: you’re clear, confident, and credible with senior stakeholders

• Collaborative: you win as a team, not as a solo hero

You’ll probably find this frustrating if…

• You have a low ownership mindset or need constant direction

• You’re uncomfortable with targets, outreach volume, or quota pressure

• You lack structure and struggle to manage multiple accounts at once

• You resist feedback or…