Account Executive

Account Executive

In this role you will capture and maintain relationships with advisors and teams within Northwestern Mutual, Mass Mutual and Guardian. Inclined partners with whole life insurance advisors whose customers are policyholders with cash value savings. You will work with advisors to develop and maintain relationships to be their first choice of a partner to onboard their entire book of business. You are responsible for managing 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. Beyond the business development you will understand an advisor's needs and the needs of their clients in order to properly convey Inclined's value proposition delivered through the partnership.

Responsibilities

• 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 advisors 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 : MPs / MDs / CGOs / CDOs 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

Qualifications

Compensation :

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