Apply on Employer Site

Advisor360° · 3 hours ago

Business Development Representative

Needham, MA

Full-time

Hybrid

Entry Level

1+ years exp

Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. They are seeking a Business Development Representative to generate qualified opportunities for their new product, Parrot AI, by conducting outbound prospecting and educating prospects on its value.

Information TechnologySaaSSoftwareTrading PlatformWealth Management

No H1B

Responsibilities

Conduct outbound prospecting through email, LinkedIn, and cold calling to generate qualified opportunities for Parrot AI

Educate prospects on the value of AI-driven meeting insights, advisor efficiency, and improved client engagement

Qualify inbound and outbound leads and schedule meetings for the Account Executive team

Research and identify key decision-makers within RIAs, broker-dealers, and wealth management firms

Use a consultative approach to uncover pain points related to advisor workflows, documentation, follow-ups, and scalability

Partner closely with sales, product, and marketing teams to refine Parrot AI messaging and target ideal customer profiles

Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (HubSpot/Salesforce)

Serve as an ambassador for Advisor360° and Parrot AI, representing our mission, values, and innovation in every interaction

Qualification

Sales experienceBusiness developmentLead generationSaaS experienceFinTech experienceAI interestSalesforce proficiencyHandling objectionsCommunicationInterpersonal skillsSelf-starter mindset