Account Executive

🕒 March 19

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Inclined

WebsiteLinkedInAll Job Openings

11 - 50 employees

💰 Series A on 2022-09

Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders. As a Fintech, we're a bit contrarian: we're not crypto, BNPL, or a new neo-bank. Our mission is to help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology.

📋 Description

• Manage your sales pipeline to meet company goals working closely with VP Sales • Consistently work to penetrate target accounts within your book of business • Engage and ramp relationships with existing advisors through a high velocity consultative sales process where you will average interacting and onboarding advisors and team • Conduct 1:1 and group pitch meetings weekly • Manage a high-volume book of business and build strong, durable relationships with advisors to grow their client base on Inclined • Inform and train advisors clients with up to date product developments and best practices to get the most out of the advisor’s platform • Support the overall partnership by advocating for the advisor client needs to inform Inclined’s roadmap • Penetrate and expand the network office with high level relationships: MP’s/MD’s/CGO’s/CDO’s to cascade the endorsement to use Inclined convincing additional advisors to join, influencing additional client adds, and ideally influencing the office to adopt Inclined internally • Penetrate and expand Guardian and Mass Agencies • Obtain referrals to CRC Directors for VP of sales to create relationships and engage with our CRC Inclined Resources • Deliver comprehensive product demos and answer technical inquiries • Contribute accurate records and notes to a team-wide CRM • Cross train among other carriers

🎯 Requirements

• 2-3+ years of experience in sales, particular focus in consumer finance • Demonstrated competency with verbal and written communications and the ability to present complex ideas in the right voice for the intended audience • Self-directed with the ability to work independently • Proven track record of success to be adaptable to a dynamic and fast-paced work environment, manage multiple priorities and strict timelines simultaneously • Team player, accountable, sales minded • Organized and with strong attention to detail • Self-motivated with a sense of urgency and follow through • Ability to travel to your accounts across the United States.

🏖️ Benefits

• Salary and performance-based commissions based on volume production relative to annual targets