The Business Development Representative will execute outreach campaigns, support sales efforts, generate leads, manage pipelines, and collaborate with teams to meet sales targets.
Wealth.com is the industry’s leading estate planning platform. We empower financial advisors to provide a modern, comprehensive estate planning solution to their clients through our unique blend of best-in-class technology, AI and unparalleled human expertise. Beyond having one of the best domain names in fintech, wealth.com is reimagining the industry through innovative technology. Our extremely talented team and strong culture of collaboration is why we’re considered the #1 Estate Planning platform.
Position Overview:
We are seeking a motivated and inclusive Business Development Representative to join our team. In this role, you will focus on managing high-volume of both inbound leads and outbound business development, ensuring a client-first approach. Your efforts will directly contribute to our growth and success in the wealth management sector.
Key Responsibilities:
- Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
- Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team.
- Collaborate with Sales and other stakeholders on reporting and analysis.
- Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.
- Generate qualified meetings and sales pipeline within strategic and targeted accounts.
- Manage target account lists and drive a comprehensive demand generation plan.
- Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
- Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.
- Keep up to date with the financial technology industry and competitive landscape.
- Demonstrate a clear understanding of sales processes and product and service value propositions.
- Prioritize client needs and ensure a positive experience throughout the sales process.
Qualifications:
- Bachelor’s degree or equivalent relevant work experience required.
- 3 years of experience working as a SaaS business or sales development representative looking to progress their career.
- Solid understanding of Salesforce, Outreach.io, and Zoominfo.
- Strong history of achieving and exceeding targets.
- Experience working both inbound and outbound channels.
- Proficiency in cold calling, email personalization, and social selling.
- Passion for team collaboration and helping others succeed.A client-first mentality with a focus on delivering exceptional service.
Why you'll love working for wealth.com
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
Linkedin Sales Navigator
Outreach.Io
Salesforce
Zoominfo
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