The Business Development Representative will execute outreach campaigns, support sales efforts, generate leads, manage pipelines, and collaborate with teams to meet sales targets.
Wealth.com is the industry’s leading estate planning platform. We empower financial advisors to provide a modern, comprehensive estate planning solution to their clients through our unique blend of best-in-class technology, AI and unparalleled human expertise. Beyond having one of the best domain names in fintech, wealth.com is reimagining the industry through innovative technology. Our extremely talented team and strong culture of collaboration is why we’re considered the #1 Estate Planning platform.
Responsibilities:
- Collaborate with Sales, Marketing & Product teams to execute campaigns strategies for outbound reach
- Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, appointments set, demos, or follow-up calls assigned to quota carrying Account Executive
- Collaborate with Account Executives and other stakeholders on reporting and analysis
- Chart and Deliver timely and accurate forecasting and pipeline management
- Ensure CRM tools and Wealth’s value-selling methodologies are leveraged to process and track opportunities
- Generate qualified meetings & sales pipeline within Strategic and Targeted AccountsManage target account lists and drive a comprehensive demand generation plan
- Maintain a high-level of daily activity including calls, live prospect connections, email & LinkedIn touches
- Use advanced prospecting tools such as LinkedIn Sales Navigator, Zoominfo, and other tools to uncover new opportunities and build trust with prospects
- Keep up to date with the technology industry and competitive landscape
- Calling on Marketing campaign respondents and inbound leads
- Demonstrating a clear understanding of sales processes and product and service value propositions
Qualifications:
- Bachelor's Degree or relevant years of experience
- 3 years of experience working as a SaaS sales development representative looking to progress their career
- Solid understanding of Salesforce, Outreach.io, Zoominfo & LinkedIn Sales Navigator
- Strong history of achieving and exceeding quota
- Experience working both inbound and outbound channels
- Proficiency in cold calling, email personalization and social selling
- Passion for team collaboration, coaching and seeing others succeed
Benefits & Perks:
- Competitive Medical Plan Options for employees, spouse, family and domestic partners
- Dental and Vision Plan
- 100% company paid STD/LTD and Basic Life Insurance
- 401k with Match and 100% vesting upon hire
- Stock Options
- Holidays and the day off for your Birthday!
- Unlimited PTO
- Remote work
- Paid Parental Leave Policy
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.
Top Skills
Linkedin Sales Navigator
Outreach.Io
Salesforce
Zoominfo
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