Director of Marketing, Inclined Technologies
+ Equity
More information about location
Life insurance optimization software
Be an early applicant
Life insurance optimization software
21-100 employees
Be an early applicant
+ Equity
More information about location
21-100 employees
Company mission
To help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology.
Role
Who you are
- 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
What the job involves
- The Director of Marketing role will own Inclined’s marketing function and help propel our GTM motion into its next evolution
- Our platform enables financial advisors to unlock the untapped value of permanent life insurance for their clients, and our go-to-market runs through those advisors — winning them, activating them, and equipping them to position our products with their clients
- We’re a fast-paced startup and this is a player-coach role – you'll set the marketing strategy, then personally execute the highest-impact work: building partner enablement programs, developing positioning and sales tools, and running events and content programs
- We need someone who can operate across product marketing, partner enablement, and field/events marketing as a strategist who goes deep where it matters most
- You'll translate our product into compelling narratives for financial advisors and their clients, build the collateral and campaigns that make it easy for advisors to pitch us to their clients, and scale the event and content engine that drives our pipeline
- Over time, you'll hire a small team to extend your reach, but this role starts with you in the work
- 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
- 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
- Strategic storytelling – making the status quo feel like an active risk to an advisor’s practice, without Inclined they are leaving value on the table
- Offline and Online Field & Event Strategy – how we show up and win with in-person & virtual events across webinars, training/education, private/limited events, sponsorships, conferences & trade shows
- Building the partner education & enablement machine – client facing materials and partner playbooks to position Inclined with policy owners, case studies, tools & calculators, joint value prop and journey development – the proof points behind an iLOC
- Reaching and connecting our sales team to new advisors who fit our target profile
- Connecting the dots between our marketing spend/activities and ROI across the customer lifecycle from lead through expansion and account management
Our take
Inclined Technologies offers software to help consumers realize more value out of their life insurance policies. The company is democratizing this $150 billion market, offering a solution to the inefficient way whole life policies are borrowed.
The fintech company has built a first-of-its-kind platform that directly addresses two inherent problems with the market to ensure that policyholders access their savings in a costly manner. Inclined is well positioned for growth as the first modern technology to enter this market. By integrating carriers, policyholders, and lenders in an aligned fashion, Inclined opens the door to endless possibilities outside of refinancing.
Inclined has also partnered with HSCM Ventures and plans to use capital to optimize the way people access the equity they’ve built up, as well as acting as a reliable technology partner to whole life carriers across the US. Over time, Inclined will tackle the $1 trillion opportunity in whole life cash value access.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Aug 2025
$8m
SERIES B
Sep 2022
$15m
SERIES A
Total funding: $27m
Company HQ
Tamalpais-Homestead Valley, CA
Leadership
Joshua Wyss
(Co-Founder & CEO)Previous a Portfolio Manager for Balyasny Asset Management L.P, Ascend Capital, and Seasons Capital. Also served as Chief Investment Officer for First Oak Capital Management and as an Analyst for Standard Pacific Capital and Soundview Technology Group.
Mark Shaw
(Co-Founder & CTO)Previously co-founded Guidewire Software and Strava, serving here as CTO and later as Head of Growth. Also worked at Kana Software as a Software Engineer.
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