Business Development Representative - West Coast

Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions. They are seeking a motivated and inclusive Business Development Representative to manage high-volume inbound leads and outbound business development, ensuring a client-first approach that contributes to the company's growth in the wealth management sector.

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

Requirements:

• 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