Sales Engineer

Sales Engineer

Job Snapshot

Location: Remote

Employee Type: Full-Time Employee

Industry: SaaS, Insurance

Manages Others: No

Job Type: Sales

Experience: 3+ Years

Travel: As Needed

Relocation Covered: No

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

AgencyBloc is the #1 agency-recommended management platform for the life and health insurance industry. Our cloud-based Plus Suite — AMS+, Commissions+, Engage+, and Quote+ — helps independent agencies, insurance uplines (GAs, IMOs, FMOs), and health insurance carriers manage client data, automate commissions, streamline communication, and simplify quoting, all in one place. More than 6,500 agencies trust AgencyBloc to reduce their administrative burden and run their business with confidence.

We're a team of hard-working, fun-loving people who believe in making the convoluted, straightforward. We're looking for a Sales Engineer who wants to help insurance agencies see exactly how the right technology can transform the way they work.

As a Sales Engineer at AgencyBloc, you'll be the technical backbone of our sales process, partnering closely with Account Executives and Account Managers to show prospective customers how our platform solves their real, day-to-day problems. You'll lead product demonstrations, answer technical and functional questions, and translate what prospects need into a clear picture of how AgencyBloc delivers it. This is a great opportunity for someone early in their sales engineering career who wants to grow alongside a fast-moving SaaS company in a niche, purpose-driven industry.

Responsibilities:

Partner with Account Executives and Account Managers throughout the sales cycle to understand prospect needs and deliver tailored, compelling product demonstrations of the AgencyBloc Plus Suite (AMS+, Commissions+, Engage+, Quote+)

Support sales conversations to uncover a prospect's current workflows, pain points, and technical requirements

Serve as the primary technical resource during the sales process, answering questions about functionality, integrations, data security, and implementation

Build and customize demo environments that reflect a prospect or client's specific use case

Support proof-of-concept engagements and trial periods, helping prospects experience the platform's value firsthand

Clearly communicate technical concepts to non-technical audiences, including agency owners and administrative staff

Act as a liaison between Sales, Product, and Engineering, relaying prospect and customer feedback to help shape the product roadmap

Stay current on AgencyBloc's product suite, the insurance agency management landscape, and competitive alternatives

Maintain and improve internal demo scripts, sales engineering playbooks, and technical sales collateral

Skills/Education/Experience:

1–3 years of experience in sales engineering, solutions consulting, sales, customer success, or a related customer-facing/technical role

Strong presentation and communication skills, with the ability to explain technical concepts in plain language

Genuine curiosity about how software solves business problems, and comfort learning a new platform in depth

Ability to manage multiple priorities and work cross-functionally in a fast-paced environment

Comfortable working independently in a remote environment while staying closely connected to a distributed team

Bachelor's degree or equivalent practical experience

Preferred Skills:

Experience with SaaS products, CRMs, or agency/policy management systems

Familiarity with the insurance industry (life, health, or benefits) or a willingness to become an expert in it

Experience responding to RFPs or security/compliance questionnaires

Familiarity with tools like Salesforce, HubSpot, or similar sales platforms

Compensation & Benefits:

Competitive base salary plus performance-based bonus/commission structure.

Health, dental, and vision insurance

401(k) with company match

Flexible, remote-first work environment

Generous PTO and flexible scheduling

Half-day summer Fridays

A collaborative, mission-driven culture that genuinely values work-life balance

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include:

Client-centric organization focused on delivering great customer service

Positive, collaborative team environment with coworkers who genuinely care about their work

High level of professionalism in everything we do

Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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