Inclined Technologies
Account Executive
Denver, CO · Exec
Sponsorship not specified$25k-$30kDetected 82 days ago
HubSpotCRMSalesAccount ManagementPipeline ManagementOutbound SalesLeadershipCommunicationPublic Speaking
About the role
- We're focused on the $1T+ in cash value held in whole life insurance policies and addressing long-standing inefficiencies in how that capital is accessed.
Responsibilities
- Own and manage a full sales pipeline, consistently hitting and exceeding revenue targets
- Drive new business acquisition while expanding and deepening existing accounts
- Lead a high-velocity, consultative sales process from initial outreach through onboarding and activation
- Build strong, long-term relationships with advisors and key stakeholders
- Partner cross-functionally (Product, Advisor Success, Leadership) to relay feedback and influence roadmap decisions
- Maintain accurate pipeline and activity tracking within CRM systems
- Proven ability to manage a full sales cycle and close deals in a fast-paced environment
Requirements
- 2-5+ years of experience in SaaS, fintech, or consultative B2B sales
- Strong communication skills, with the ability to simplify complex concepts for diverse audiences
- Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
- Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)
Nice to have
- Experience selling into financial services or working with financial products
- Willingness to travel (~25-30%) for sales meetings, presentations, and events
- Why You'll Love Working at Inclined
- Opportunity to help shape company culture and growth
- Additional Requirements
Compensation
- Salary and performance-based commissions based on volume production relative to annual targets
Benefits
- At Inclined, we're using technology to transform the 150-year-old life insurance market.
Company info
- At Inclined, we're using technology to transform the 150-year-old life insurance market. We're focused on the $1T+ in cash value held in whole life insurance policies and addressing long-standing inefficiencies in how that capital is accessed.
- Our platform provides a seamless, tech-enabled way for policyholders to access liquidity while preserving the tax advantages of their policies. We're a well-funded startup founded by leaders across fintech, SaaS, and insurance-including the co-founder of Strava and Guidewire.
- Account Executive (FinTech / SaaS)
- We're looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms. This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value.
- Our platform provides a seamless, tech-enabled way for policyholders to access liquidity while preserving the tax advantages of their policies.
- We're a well-funded startup founded by leaders across fintech, SaaS, and insurance-including the co-founder of Strava and Guidewire.
- We're looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms.
- This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value.
- You will own the full sales cycle-from prospecting and onboarding to expansion-and act as a trusted partner to your customers (financial advisors, their teams, and policyholders), helping them leverage Inclined's platform to better serve their clients.
- What We're Looking For
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This listing is sourced directly from Inclined Technologies's careers page and normalized into a canonical job model.