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Wealth.com · 7 hours ago

Business Development Representative

United States

Full-time

Remote

Mid Level

$60K/yr - $80K/yr

3+ years exp

Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize estate planning guidance. The Business Development Representative will manage high volumes of inbound leads and outbound business development, ensuring a client-first approach that contributes to the company's growth in the wealth management sector.

Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management

Hiring Manager

Britni Mattison

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

Qualification

SalesforceOutreach.ioZoominfoCold callingEmail personalizationSocial sellingClient-first mentalityTeam collaboration

Required

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

Benefits

Competitive Salary.

Fully remote, flexible work environment. We do however meet together in person several times a year.

Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

100% Company Paid Basic Life Insurance, Short Term and Long Term Disability

100% Paid Parental Leave upon eligibility

Company equity managed through Carta.

401k with Match and 100% vesting upon hire.

Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Free estate planning for life!