Account Executive, Inclined Technologies
+ Performance-based commissions based on volume production relative to annual targets
Life insurance optimization software
Open for applications
Life insurance optimization software
21-100 employees
Open for applications
+ Performance-based commissions based on volume production relative to annual targets
21-100 employees
Company mission
To help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology.
Role
Who you are
- 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
What the job involves
- 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
- 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 advisor’s 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: MP’s/MD’s/CGO’s/CDO’s 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
Our take
Inclined Technologies offers software to help consumers realize more value out of their life insurance policies. The company is democratizing this $150 billion market, offering a solution to the inefficient way whole life policies are borrowed.
The fintech company has built a first-of-its-kind platform that directly addresses two inherent problems with the market to ensure that policyholders access their savings in a costly manner. Inclined is well positioned for growth as the first modern technology to enter this market. By integrating carriers, policyholders, and lenders in an aligned fashion, Inclined opens the door to endless possibilities outside of refinancing.
Inclined has also partnered with HSCM Ventures and plans to use capital to optimize the way people access the equity they’ve built up, as well as acting as a reliable technology partner to whole life carriers across the US. Over time, Inclined will tackle the $1 trillion opportunity in whole life cash value access.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Aug 2025
$8m
SERIES B
Sep 2022
$15m
SERIES A
Total funding: $27m
Company HQ
Tamalpais-Homestead Valley, CA
Leadership
Joshua Wyss
(Co-Founder & CEO)Previous a Portfolio Manager for Balyasny Asset Management L.P, Ascend Capital, and Seasons Capital. Also served as Chief Investment Officer for First Oak Capital Management and as an Analyst for Standard Pacific Capital and Soundview Technology Group.
Mark Shaw
(Co-Founder & CTO)Previously co-founded Guidewire Software and Strava, serving here as CTO and later as Head of Growth. Also worked at Kana Software as a Software Engineer.
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