Who We Are
Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders. Our mission is to help people get more value out of their whole life investment, while transforming a trillion-dollar industry ready to benefit from modern technology. We’re a well-funded venture backed start-up founded by industry veterans from software, finance, and life insurance.
Associate Account Executive
This role is an inside sales role. You will support our sales efforts directed at onboarding and educating whole life advisors. The Associate Account Executive role is focused on onboarding new advisors, driving new business with existing advisors, and serving as our point of contact for advisors and their teams. You will be responsible for creating an exceptional advisor experience through product demos, product communication, and prioritizing and triaging advisor needs.
Responsibilities
Onboard and activate new advisors and their teams to our Advisor Portal
Cultivate an ongoing professional relationship with proactive outreach to advisors during key moments including onboarding and advisor activation
Provide advisors and their team with prompt and complete answers to their questions
Serve as a resource to advisors to understand how the Inclined iLOC works for their clients and their process
Support our Key Account Executive and CRO with administrative follow up to clients
Represent the voice of the customer and fuel the feedback loop to inform our sales processes, our product roadmap and help shape Inclined to better serve our customers
Proactively reach out to advisors with new product offerings and new platform upgrades
Work closely with marketing to proactively educate and introduce features to advisors who would most benefit from them
Qualifications
Minimum 2-3 years experience in a related company or tech company sales/success role
Former experience or exposure in financial services: banking, financial services, FinTech and/or life insurance
Demonstrate competency with verbal and written communications and the ability to present complex ideas in the right voice for the intended audience
Proven track record of success to be adaptable to a dynamic and fast-paced work environment
Ability to manage multiple priorities and strict timelines simultaneously
Comfortable working in and learning new CRMs
Preferred experience with Hubspot
Proficient with Slack or similar team platforms
Proficient in Google Suite
Ideal Candidate
Organized and with strong attention to detail
Self-motivated with a sense of urgency and follow through
Team player, accountable, service oriented
Self-directed with the ability to work independently
Excellent communication skills
Location
If you are located in Denver this will be a hybrid role based in our Downtown Denver, CO office. We are also open to a remote employee based anywhere in the US.
Why Join Inclined?
We’re a top-rated workplace in the country (#3 by American Banker)
Help shape our culture as one of our first hires
Competitive compensation (salary + equity)
Excellent benefits (medical, dental, vision, life, 401(k))
Generous time off
