Inclined

Account Executive

Inclined

full-time

Posted on:

Origin:  • 🇺🇸 United States • Colorado

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Job Level

JuniorMid-Level

Tech Stack

Guidewire

About the role

  • Capture and maintain relationships with advisors and teams within Northwestern Mutual, Mass Mutual and Guardian
  • Work with advisors to develop and maintain relationships to be their first choice of a partner to onboard their entire book of business
  • Manage the ongoing relationship with each new advisor and team you bring onboard while continuing to work to add net-new advisors to your growing book of business
  • Manage your sales pipeline to meet company goals working closely with VP Sales
  • Penetrate target accounts within your book of business and expand network offices and agencies
  • Engage and ramp relationships with existing advisors through a high velocity consultative sales process and 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
  • Support the overall partnership by advocating for the advisor client needs to inform Inclined’s roadmap
  • 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