Business Development Representative - West Coast

Wealth.com; United States; À distance; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Life insurance

Parental leave

Equity via Carta

401k with match

Flexible PTO

Holidays

Estate planning

Résumé du poste

Wealth.com is seeking a motivated Business Development Representative to handle a high-volume mix of inbound and outbound leads, driving growth in the wealth management sector.

You will collaborate with Sales, Marketing, and Product to convert opportunities and maintain a high daily activity level across calls, emails, and LinkedIn.

Qualifications

• Bachelor’s degree or equivalent relevant work experience.
• 3 years of experience in SaaS sales or as a SDR.
• Strong knowledge of Salesforce, Outreach.io, and Zoominfo.
• Proven track record of meeting and exceeding targets.
• Experience handling both inbound and outbound channels.

Responsabilités

• Collaborate with Sales, Marketing, and Product to manage inbound leads.
• Meet monthly/quarterly targets: pipeline, conversion, appointments, and follow-ups.
• Report and analyze results with stakeholders.
• Utilize CRM and value-selling methods to track opportunities.
• Generate qualified meetings and pipeline within target accounts.
• Maintain daily activity: calls, email, and LinkedIn outreach.
• Use LinkedIn, ZoomInfo to uncover opportunities and build trust.
• Stay updated on fintech industry and competitive landscape.
• Understand sales processes and product/service value propositions.
• Prioritize client needs for a positive sales experience.

Connaissances

Cold calling

Email personalization

Social selling

Team collaboration

Client-first mindset

Formation

Bachelor’s degree or equivalent

Outils

Salesforce

Outreach.io

Zoominfo

Description du poste

About Us:

Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

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.

Benefits & Perks

• 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!

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.