Business Development Representative

NetLaw is a tech-enabled estate planning platform serving wealth management firms. They are seeking a driven Business Development Representative to manage inbound interest and engage with prospective advisor partners to expand the NetLaw platform's adoption and grow Hargrove Firm's referral network.

Responsibilities:

• Collaborate with the Partnerships, Marketing, and Practice Group teams to execute strategies for managing and converting inbound referral and partnership leads
• Regularly perform against individual monthly and/or quarterly targets, including pipeline creation, conversion rates, appointments set, and follow-up calls assigned to the Partnerships team
• Collaborate with the SVP of Partnerships and other stakeholders on reporting and analysis of partnership performance
• Ensure CRM tools and value-selling methodologies are leveraged to process and track partnership opportunities
• Generate qualified meetings and a strong partnership pipeline within strategic and targeted accounts
• Manage target account lists and drive a comprehensive demand generation plan for new referral partnerships
• Maintain a high level of daily activity, including calls, email, and LinkedIn outreach to prospective partners
• Use advanced prospecting tools such as LinkedIn, AdvizorPro, and other platforms to uncover new partnership opportunities and build trust with prospective referral sources
• Keep up to date with the legal services industry, estate planning trends, and the competitive landscape
• Demonstrate a clear understanding of the referral and partnership development process, along with Hargrove Firm's service and value propositions
• Prioritize client and partner needs, ensuring a positive experience throughout the relationship-development process

Requirements:

• Strong communication skills
• Intellectual curiosity
• Ability to quickly build credibility with financial professionals
• Experience in high-volume outreach and relationship building
• Ability to guide prospective partners through the discovery process
• Ability to coordinate demonstrations
• Ability to identify opportunities for deeper engagement
• Ability to create a seamless experience from initial conversation through activation
• Ability to collaborate with the Partnerships, Marketing, and Practice Group teams
• Ability to perform against individual monthly and/or quarterly targets, including pipeline creation, conversion rates, appointments set, and follow-up calls assigned to the Partnerships team
• Ability to collaborate on reporting and analysis of partnership performance
• Ability to leverage CRM tools and value-selling methodologies to process and track partnership opportunities
• Ability to generate qualified meetings and a strong partnership pipeline within strategic and targeted accounts
• Ability to manage target account lists and drive a comprehensive demand generation plan for new referral partnerships
• Ability to maintain a high level of daily activity, including calls, email, and LinkedIn outreach to prospective partners
• Ability to use advanced prospecting tools to uncover new partnership opportunities and build trust with prospective referral sources
• Ability to keep up to date with the legal services industry, estate planning trends, and the competitive landscape
• Demonstrate a clear understanding of the referral and partnership development process, along with Hargrove Firm's service and value propositions
• Ability to prioritize client and partner needs, ensuring a positive experience throughout the relationship-development process
• Bachelor's degree preferred, but equivalent experience will be considered
• 3+ years of as a business development, sales development, or partnerships representative, ideally within legal services, financial services, or a related SaaS environment, looking to progress their career
• Solid understanding of Hubspot, LinkedIn and AdvizorPro
• 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