Sales Development Representative - job 1 of 9
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
Average salary estimate
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