Inclined

Account Executive

• 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