Business Development Representative - West Coast
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.