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 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!

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.

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  Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.

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  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.

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  Collaborate with Sales and other stakeholders on reporting and analysis.

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  Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.

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  Generate qualified meetings and sales pipeline within strategic and targeted accounts.

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  Manage target account lists and drive a comprehensive demand generation plan.

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  Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.

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  Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.

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  Keep up to date with the financial technology industry and competitive landscape.

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  Demonstrate a clear understanding of sales processes and product and service value propositions.

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  Prioritize client needs and ensure a positive experience throughout the sales process.

• 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.