Full-Time

Director of Marketing

Inclined Technologies

Inclined Technologies

11-50 employees

Provides policyholder liquidity via iLOC

No salary listed

Denver, CO, USA

Hybrid

Hybrid role; Denver-based with 20% travel for on-site events.

Category
Growth & Marketing (1)
Required Skills
Hubspot
Data Analysis
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
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
Desired Qualifications
  • None
Inclined Technologies

Inclined Technologies

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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

Brentwood, California

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • $8M Series B in August 2025 expands platform and carrier partnerships.
  • Fully automated process delivers liquidity in under 15 minutes.
  • Partners with Guardian, Northwestern Mutual, and MassMutual for rapid growth.

What critics are saying

  • Northwestern Mutual's in-house loans erode iLOC adoption immediately.
  • Guardian and MassMutual block third-party access, halting 50% volume.
  • California usury law caps rates at 8%, slashing 10-12% margins now.

What makes Inclined Technologies unique

  • iLOC provides lowest minimum cash value for whole life liquidity access.
  • Proprietary platform automates carrier data structuring and collateral management.
  • Advisor Portal enables seamless iLOC introductions without platform fees.

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Benefits

Health Insurance

Stock Options

Paid Vacation

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

2%

2 year growth

2%
StreetInsider
Aug 12th, 2025
Inclined Technologies Raises $8M Series B

Inclined Technologies announced the close of its $8M Series B funding round, led by HSCM Ventures and Northwestern Mutual Future Ventures. The funding will enhance Inclined's platform, which simplifies liquidity access to whole life insurance policies through a digital process. The platform offers a secured line of credit, collateralized by policy cash value. The new capital will expand Inclined's technology, team, and reach to more carriers and policyowners nationwide.

Crunchbase
Aug 12th, 2025
Exclusive: Insurtech Startup Inclined Raises $8M For Offering That Was 'Historically Reserved For The Wealthy'

Inclined Technologies, a fintech startup that lends against whole life insurance policies, has raised $8 million in a Series B funding round, the company told Crunchbase News exclusively.

intelligence360
Oct 27th, 2022
Sausalito California Based Inclined Technologies Is Raising $18,963,363.00 In New Equity Investment.

Sausalito, CA – According to filings with the U.S. Securities and Exchange Commission, Inclined Technologies is raising $18,963,363.00 in new funding. Sources indicate as part of senior management Chief Executive Officer, Joshua Wyss played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development. About Inclined Technologies

Coverager
Sep 23rd, 2022
Inclined Raised $15 Million

Inclined Technologies has closed a $15 million Series A funding round led by HSCM Ventures , with participation from Anthemis Group. Its first product is the Inclined Line Of Credit (iLOC) – a way to access whole life cash value. Founded in 2020 and a team of ~13, Inclined helps policyholders realize more value out of their whole life investment by giving them quick and efficient access to the equity they have built in their whole life policy. Its platform addresses two inherent problems with the way the market currently operates – the “front end” problem of obtaining and structuring the raw data from whole life carriers, and the “back end” problem of efficiently managing the collateral in a way that can deliver assets at scale to our financial institution partners

The Insurer
Sep 23rd, 2022
Anthemis Group invests into Inclined in $15M

Life insurance platform Inclined Technologies has closed a $15mn Series A funding round, led by HSCM Ventures with participation from Anthemis Group as well as several new and existing investors.