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.
Sales Development Rep
We’re looking for a driven Sales Development Representative (SDR) to help us open the door to new sales relationships. Inclined partners with whole life insurance advisors whose customers are policyholders with cash value savings. You’ll be the first touchpoint with prospects introducing our platform, understanding their needs, getting them excited about how Inclined can benefit their business and booking qualified meetings for our Account Executives.
Responsibilities
Prospect via phone, email, and LinkedIn
Hit the qualified meeting quota/goal
Identify key decision-makers
Qualify inbound and outbound leads and schedule discovery calls for Account Executives
Build targeted account lists and execute strategic outbound campaigns
Maintain accurate pipeline activity in CRM (HubSpot)
Collaborate with marketing on campaigns specific to the advisor audience
Consistently meet or exceed pipeline generation and activity targets
Qualifications
As a founding SDR you must have experience selling SaaS products
2+ years of experience in a Sales Development Rep (or similar) position
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
High level of curiosity and willingness to learn financial concepts
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
Resilient, coachable, and goal-oriented
Ability to work in our Denver office
Must be comfortable on the phone and making 100+ dials per week
Familiarity with SaaS tech stack; Hubspot, Dialpad, Apollo, HeyReach, Linkedin Sales Nav, Claude, Macbook, etc
Strong desire to win, scrappy and resourceful, finds ways to get to the goal no matter what
Nice to Have
Experience in consumer finance
Experience working at a FinTech company
Why You’ll Love Working at Inclined
Opportunity to help shape company culture
Comprehensive medical, dental, vision, and life insurance benefits
Generous vacation and holiday policy
401(k) and retirement planning resources
Compensation:
Salary and performance-based commissions based on volume production relative to annual targets
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.
