The ad says“Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)”
The ad says“2–5+ years of experience in SaaS, fintech, or consultative B2B sales”
The ad says“Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)”
The ad says“Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)”
The ad says“Maintain accurate pipeline and activity tracking within CRM systems”
The ad says“Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)”
The ad says“Experience selling into financial services or working with financial products”
The ad says“2–5+ years of experience in SaaS, fintech, or consultative B2B sales”
The ad says“Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)”
The ad says“Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)”
The ad says“Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)”
The ad says“Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)”
The ad says“2–5+ years of experience in SaaS, fintech, or consultative B2B sales”
The ad says“Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)”
The ad says“Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)”
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
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
Conduct product demos, presentations, and group sessions to communicate platform value
Build strong, long-term relationships with advisors and key stakeholders
Act as a strategic advisor by understanding customer needs and aligning them with Inclined’s solutions
Partner cross-functionally (Product, Advisor Success, Leadership) to relay feedback and influence roadmap decisions
Identify opportunities to scale adoption within organizations through multi-threading and stakeholder engagement
Maintain accurate pipeline and activity tracking within CRM systems
Stay current on product updates and effectively communicate new features and best practices
Preferred experience
Highly self-motivated, organized, and able to manage multiple priorities
Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
Data-driven, with disciplined CRM and pipeline management habits
Comfortable with outbound activity, including 200+ dials per month
Strong communication skills, with the ability to simplify complex concepts for diverse audiences
Proven ability to manage a full sales cycle and close deals in a fast-paced environment
Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)
Collaborative team player with a strong sense of ownership and accountability
2–5+ years of experience in SaaS, fintech, or consultative B2B sales
Strong desire to win; scrappy, resourceful, and persistent in achieving goals
Experience selling into financial services or working with financial products
