Business Development Representative

Trust & Will; California (MO); Remote; USD 60,000 - 100,000; Full time

Job summary

Join a leading SaaS company as a Business Development Representative, where you'll be instrumental in driving new business and increasing market share. This role requires strong communication and organizational skills as you work in a fast-paced, high-growth sales environment, engaging with financial advisors and financial institutions.

Benefits

Salary + Equity

Flexible time off

Generous paid company holidays

Monthly friends & family day

Paid time off to volunteer

Health benefits (medical, dental, vision)

Financial wellness benefits

$500 Work from home stipend

Qualifications

• Experience in outbound sales is preferred.
• Ability to engage with executives and decision-makers.
• Tech-savvy and able to use CRM/sales tools effectively.

Responsibilities

• Proactively identify and qualify new business opportunities.
• Engage clients through cold calls, emails, and LinkedIn.
• Manage and track leads effectively in the CRM.

Skills

Communication

Resilience

Organization

Self-Motivation

Sales Skills

Education

1-3 years of relevant experience in sales or business development

Tools

HubSpot

Salesforce

Job description

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

If you would like to join us, we are looking for a Business Development Representative that will help us continue to scale our financial advisor offering to some of the largest advisory firms nationwide.

About You:

You are an ambitious, driven professional looking to accelerate your sales career at a fast-growing SaaS company. You may already have BDR/SDR experience, or you may come from a customer-facing, business development, or sales-adjacent role where you’ve demonstrated strong communication, resilience, and a results-driven mindset.

You thrive on engaging new prospects, sparking conversations, and creating opportunities. Whether through cold calls, emails, LinkedIn outreach, or creative prospecting, you know how to connect with decision-makers and build rapport quickly.

You bring high business acumen and can quickly grasp industry trends, prospect pain points, and the value of a SaaS solution. You’re curious, eager to learn, and take feedback well. Above all, you’re organized, persistent, and self-motivated—someone who thrives in a high-growth, fast-paced sales environment.

About the Role*:

As a Business Development Representative (BDR), you’ll be a critical part of our growth engine, responsible for identifying and qualifying new business opportunities for our Account Executives (AEs). You’ll be proactively reaching out to financial advisory firms, RIAs, and Broker-Dealers, helping drive new business and increase market share.

Your focus will be on pipeline generation—strategically identifying, researching, and engaging potential customers to create opportunities that contribute to ARR growth.

*This is an hourly, non-exempt role

Key Responsibilities:

• Identify and research key prospects in our most important sales channels (Financial Advisory, RIAs, Broker-Dealers).
• Outbound prospecting via cold calls, emails, LinkedIn, and other channels to engage potential clients.
• Qualify and nurture leads, ensuring strong alignment before booking meetings with Account Executives.
• Take a consultative approach—listen to prospects, identify their challenges, and position our solution effectively.
• Manage your pipeline effectively, tracking outreach, follow-ups, and lead progression in our CRM.
• Collaborate with AEs and leadership, sharing insights and refining outreach strategies.
• Represent our company and brand professionally, creating a strong first impression with prospects.
• Continuously improve sales skills—participate in coaching, training, and industry learning to refine your craft.

Qualifications:

• 1-3 years of relevant experience in sales, business development, customer success, or another outbound, customer-facing role (BDR/SDR experience preferred but not required).
• Strong business acumen—able to quickly understand industry trends, prospect pain points, and decision-making processes.
• Excellent communication skills—you are a great writer, speaker, and active listener.
• Comfortable with outbound prospecting—willing to make cold calls, send outreach emails, and engage executives.
• Highly organized and process-driven—able to manage a high volume of leads and outreach activities.
• Self-motivated and coachable—you thrive in a fast-paced, high-growth environment and actively seek feedback to improve.
• Tech-savvy, with the ability to learn and use CRM and sales engagement tools (HubSpot, Salesforce, Outreach, etc.).
• Resilient and persistent—you understand that outbound sales requires creativity, hustle, and follow-through.

Bonus Points for:

• Experience working with Financial Institutions, Financial Advisors, Employee Benefits, or Unions.
• Prior experience in a high-growth SaaS or fintech startup.
• A track record of exceeding sales quotas or outbound activity targets.
• Familiarity with multi-channel sales engagement tools (e.g., Salesloft, Gong, LinkedIn Sales Navigator).
• Experience using CRMs (HubSpot or similar).

Employee Benefits & Perks:

• Compensation: Salary + Equity
• Our salary for this position is $29.00 per hour with an opportunity to earn up to an additional $15,000 in commission based on sales performance target. In addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
• Flexible time off that you are encouraged to use
• Generous paid company holidays and breaks throughout the year
• Monthly friends & family day
• Paid time off to volunteer in your community
• Health and Wellness Benefits
• Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
• Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
• Guest speakers & reimbursement for learning opportunities
• Extra
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Optional company-sponsored events and travel throughout the year
• $500 Work from home stipend + Apple accessories

About Trust & Will:

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.