iCapital Network
Sales and Account Manager- Analyst
$60K–$70K
Des Moines, Iowa, United States +1 · Remote · Manager · Full-time · Posted Oct 9, 2026
- Location
- Des Moines, Iowa, United States
Remote - United States - Experience
- Minimum of 1–3 years of professional experience in the listed or related fields.
About the job
Supports carrier and distributor sales and account management through account coordination, reporting, lead generation, client meeting support, and follow-up.
What you'll do
- Coordinate client meetings, prepare materials, document notes, and track follow-up actions and commitments.
- Maintain Salesforce account and opportunity records, reports, dashboards, and data integrity.
- Support lead qualification and generation, prospect outreach, client visits, and sales activities.
What they ask for
- 1–3 years of professional experience in account coordination, customer success, client service, project coordination, operations, insurance, financial services, SaaS, or related fields.
- Strong organizational, time-management, communication, attention-to-detail, and follow-through skills; able to manage multiple priorities.
- Experience using Microsoft Office Suite, especially PowerPoint and Excel.
- Able to travel up to 5% of the time.
Nice to have
- Experience using Salesforce or comparable CRM platforms.
- Knowledge of life insurance, annuities, financial services, or InsureTech.
Pay
$60,000 to $70,000 USD base salary
Tools
Salesforce, Microsoft Office Suite, PowerPoint, Excel
Model-written summary · the original posting is authoritative