Sales Development Representative
About the job
- Experience selling software-as-a-service products.
- At least 2 years of experience in a Sales Development Representative or similar position.
- Demonstrated competency with verbal and written communication, including presenting complex ideas in the appropriate voice for the intended audience.
- Ability to work independently and self-direct work.
- Curiosity and willingness to learn financial concepts.
- A proven track record of success, adaptability to a dynamic and fast-paced work environment, and the ability to manage multiple priorities and strict timelines simultaneously.
- Ability to work in the Denver office.
- Comfort with phone-based work and making at least 100 dials per week.
- Familiarity with a software-as-a-service technology stack, including HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude, and MacBook.
- Prospect via phone, email, and LinkedIn.
- Meet qualified meeting quotas or goals.
- 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 the customer relationship management system, HubSpot.
- Collaborate with marketing on campaigns specific to the advisor audience.
- Consistently meet or exceed pipeline generation and activity targets.
- Experience in consumer finance.
- Experience working at a FinTech company.
About the company
Inclined Technologies provides a liquidity option for life insurance policyholders through the Inclined Line of Credit (iLOC). Financial advisors introduce the iLOC to clients, who can apply online after accepting an invitation via Inclined’s Advisor Portal. The iLOC lets policyholders access the cash value of whole life policies without cashing out or taking traditional loans, funded as a line of credit. The company earns interest on drawn amounts. MINIMUM LOC amounts vary by state (roughly $5,000 to $25,000) and the product supports policies from Guardian, Northwestern Mutual, and MassMutual, with plans to add more carriers. This setup aims to provide a fast, flexible, and cost-effective way to obtain liquidity, with the advisor network guiding clients through a smooth application and draw-and-payback process.
Company Size
11-50
Company Stage
Series B
Total Funding
$27M
Headquarters
San Francisco, California
Founded
2020
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Simplify's Take
What believers are saying
- Inclined closed an $8 million Series B in August 2025, led by HSCM Ventures.
- Crunchbase reported more than 2,000 insurance professionals recommending iLOC by August 2025.
- Inclined said August 2026 carrier expansion remains active, broadening distribution beyond current issuers.
What critics are saying
- Carrier concentration leaves Inclined vulnerable if Northwestern Mutual, Guardian, or MassMutual pull support.
- Insurance lending faces state-by-state licensing and disclosure scrutiny; one enforcement action slows growth.
- If advisors prefer existing policy loans, iLOC volume stalls and the underwriting model breaks.
What makes Inclined Technologies unique
- Inclined’s iLOC turns whole-life cash value into digital liquidity within minutes.
- Advisor Portal embeds product distribution inside financial-advisor workflows, not consumer marketing alone.
- Carrier integrations with Northwestern Mutual, Guardian, and MassMutual create hard-to-replicate underwriting rails.
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Benefits
- Health Insurance
- Stock Options
- Paid Vacation
- Hybrid Work Options