Company Description Pulse Point is transforming the insurance services industry with an AI-native Agentic Orchestration platform that serves as a modern Agency Management System (AMS) and CRM for the Life and Annuities market. Built on decades of operational and technology expertise, the company is creating a new category of technology that enables agencies to work more efficiently and intelligently. Pulse Point positions itself as a full-scale operational partner rather than a traditional vendor, supporting clients from day one. Its comprehensive, scalable platform is designed to deliver the power, performance, and precision needed for agencies to grow. The company’s mission is to remove operational friction so that sales professionals can focus on selling.
Role Description This is a full-time, hybrid Software Sales Representative role based in Atlanta, GA, with flexibility to work from home part of the time. The Software Sales Representative will prospect and qualify leads, schedule discovery calls, and conduct product demonstrations for prospective clients in the insurance and financial services sectors. In this role, the individual will manage a pipeline of opportunities, prepare proposals, negotiate terms, and close new business to meet or exceed sales targets. The position involves building and maintaining strong relationships with key decision-makers, coordinating with marketing and product teams, and providing feedback on customer needs and market trends. The Software Sales Representative will also be responsible for accurate internal CRM data entry, regular forecasting, and participation in team meetings, training, and ongoing professional development.
Qualifications
- Demonstrated strength in Software Sales and Sales, ideally with SaaS or B2B technology solutions.
- Experience in Lead Generation, including prospecting, outbound outreach, and qualification of opportunities.
- Excellent Communication skills, with the ability to explain complex software solutions clearly to diverse stakeholders.
- Proven Account Management capabilities, including nurturing relationships, upselling, and ensuring client satisfaction.
- Familiarity with CRM tools and sales productivity platforms, and comfort working in a metrics-driven environment.
- Background in life insurance and annuities, financial services, or related industries is highly beneficial.
- Ability to work effectively in a hybrid setting in Atlanta, GA, managing time and priorities independently.
- Bachelor’s degree in Business, Marketing, Communications, or a related field, or equivalent practical experience.
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