Sales Development Representative

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 capture 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’ll be the first touchpoint with prospects introducing our platform, understanding their needs, and booking qualified meetings for our Account Executives.

Responsibilities

• Prospect into Financial Advisors, RIAs, and Wealth Management firms via phone, email, and LinkedIn

• 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

• 2+ years of experience in sales, business development, or client-facing roles

• 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

• Organized and with strong attention to detail

• Self-motivated with a sense of urgency and follow through

• Ability to work in our Denver office

Nice to Have

• Experience working in the consumer finance space

• Experience working at a FinTech

Why you’ll love working at Inclined

• Opportunity to help shape our culture

• Comprehensive medical, dental, vision and life insurance benefits

• Generous vacation and holidays

• 401 (k) and education on retirement planning

Compensation:

Salary and performance-based commissions based on volume production relative to annual targets