Business Development Executive

Position

As a Business Development Executive, you will be instrumental in building and nurturing relationships with key players in the real estate industry, including real estate agents, mortgage brokers, loan officers, financial advisors, attorneys, and accountants. Working closely with our new sales agents, you will lead the execution of our go-to-market strategy, enhance productivity across our sales force, and drive lead generation to facilitate the successful quoting and binding of new insurance policies.

• Develop and maintain strong relationships with key stakeholders in the real estate industry.
• Collaborate with new sales agents to ensure effective execution of the go‑to‑market strategy.
• Drive lead flow to producers, focusing on quality referral partners to strengthen Evertree relationships.
• Conduct virtual pipeline reviews with agents, providing support and resources as needed.
• Track and report on specific agent productivity metrics to enhance overall performance.

• Minimum of 2 years insurance experience or real estate experience.
• Minimum of 2 years of experience in business development or externally facing sales.
• Bachelor’s Degree preferred.
• Exceptional interpersonal skills with an engaging and approachable communication style.
• Proven track record in developing relationships and driving lead generation.
• Self‑starter mindset with a hands‑on approach, able to work autonomously.
• Results‑driven with a continuous improvement mindset.
• High integrity and effective, honest communication.
• Collaborative team player with the ability to build relationships across the organization.
• Strong attention to detail and organizational skills.
• Proactive in taking initiative, continuously seeking opportunities for personal and professional growth.
• Weekly travel within territory to visit partners and prospects.
• Availability for evening and weekends.

• Health, dental, vision, and life insurance.
• Vacation and sick leave.
• 11 paid holidays, plus additional “floater” holidays.
• Paid new parent bonding time leave.
• 401(k) plan with up to 6% company match.
• Health Savings and Flexible Spending Accounts.
• Team building and family‑friendly events.

Evertree is a rapidly growing, independent insurance brokerage in the personal and commercial lines space that provides customized solutions to its producers and clients. Founded in 2022, Evertree is a team of industry experts and innovative thinkers who are determined to improve how insurance is sold and serviced while creating high‑paying jobs and positively impacting the communities we serve. Evertree has over 200 employees and operates across all 50 states.

At Evertree, we double down on the human; talent is core. Our industry‑leading talent fuels our business to foster engagement, efficiency, and community‑centric best practice. We are naturally innovative and genuine, have integrity and grit, embrace diversity, and value community. Evertree’s leadership team has 100+ years of experience across the insurance and financial services sectors. Evertree is backed by Integrum Holdings, one of the insurance industry’s most prominent private equity firms focused on partnering with technology‑enabled services companies.

Job Type: Full‑time

Pay: $65,000.00 - $85,000.00 per year

Benefits: 401(k), Dental insurance, Flexible spending account, Health insurance, Health savings account, Life insurance, Paid time off, Parental leave, Vision insurance.

Schedule:

Monday to Friday;
Supplemental pay types:
Bonus opportunities, Commission pay;

Work Location:

In person.

Evertree is an equal opportunity at‑will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

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