Who We Are
At Inclined, we are using modern technology to transform the whole life insurance market by helping all policyholders get the maximum value out of their policies. We are singularly focused on the $1.0 Trillion of cash value in whole life policies today and fixing the legacy problems that have existed in the market for decades relative to how policyholders access their cash value savings. Our platform offers a simple and efficient way to utilize cash value while maintaining the significant tax advantage inherent in whole life policies. We're a well-funded start-up founded by industry veterans from finance, software and life insurance, including the co-founder of Strava and Guidewire.
Director of Marketing
The Director of Marketing role will own Inclined’s marketing function and help propel our GTM motion into its next evolution. Our platform enables financial advisors to unlock the untapped value of permanent life insurance for their clients, and our go-to-market runs through those advisors — winning them, activating them, and equipping them to position our products with their clients. We’re a fast-paced startup and this is a player-coach role – you'll set the marketing strategy, then personally execute the highest-impact work: building partner enablement programs, developing positioning and sales tools, and running events and content programs.
We need someone who can operate across product marketing, partner enablement, and field/events marketing as a strategist who goes deep where it matters most. You'll translate our product into compelling narratives for financial advisors and their clients, build the collateral and campaigns that make it easy for advisors to pitch us to their clients, and scale the event and content engine that drives our pipeline. Over time, you'll hire a small team to extend your reach, but this role starts with you in the work.
RESPONSIBILITIES
Own and execute our marketing function
Product Marketing – Translate product value into positioning and messaging docs, sales battle cards, customer case studies to arm sales + advisors with the right story
Partner / Channel – Messaging/positioning + materials & incentives to help advisors pitch iLOCs to their clients.
Field / Events – Targeted Office/Carrier campaigns + events to win new advisors, support education goals & expand relationships
Secondary Needs
Lifecycle / Growth – Build cross funnel evergreen campaigns to push nurture tracks for acquisition, activation, and expansion
Demand Gen – Reach and connect advisors to our sales team via B2B marketing, LinkedIn + Other ads targeted at Advisors
Strategic storytelling – making the status quo feel like an active risk to an advisor’s practice, without Inclined they are leaving value on the table
Offline and Online Field & Event Strategy – how we show up and win with in-person & virtual events across webinars, training/education, private/limited events, sponsorships, conferences & trade shows
Building the partner education & enablement machine – client facing materials and partner playbooks to position Inclined with policy owners, case studies, tools & calculators, joint value prop and journey development – the proof points behind an iLOC
Reaching and connecting our sales team to new advisors who fit our target profile
Connecting the dots between our marketing spend/activities and ROI across the customer lifecycle from lead through expansion and account management
REQUIREMENTS
8+ years of experience
BA/BS or equivalent working experience.
Strong analytical skills and experience with ROI reporting and impact analysis.
2-4 years of proficiency in marketing automation systems (HubSpot experience required) and integrating those systems with other technologies.
Ability to manage multiple projects at the same time in a fast-paced environment.
Technically capable, excellent communicator, and a desire to improve processes.
Denver-based + willing to travel (20%) to lead on-site event/field execution
Location
This role is based in our Denver, CO office and is a hybrid role (in office + work from home)
Why you’ll love working at Inclined
Opportunity to help shape our culture
Competitive salary and equity package
Comprehensive medical, dental, vision and life insurance benefits
Generous vacation and holidays
401(k) and education on retirement planning
What We Do
Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders. As a Fintech, we're a bit contrarian: we're not crypto, BNPL, or a new neo-bank. Our mission is to help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology. Our first product is the Inclined Line Of Credit (iLOC) - the best way to access your cash value. Our competitive rates drive exponentially higher growth in your underlying net cash value and death benefit.
