Business Development Representative

🕒 Junho 16

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Wealth.com

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2021

💼 Consultoria

⚖️ Jurídico

🛡️ Seguros

Consulting • Legal • Insurance

Wealth. com é uma plataforma moderna de planejamento patrimonial liderada por consultores que auxilia consultores financeiros, advogados, empresas fiduciárias e corporações a criar, visualizar e gerenciar planos de patrimônio para clientes de todos os níveis de riqueza. A plataforma SaaS gera documentos legais de nível profissional, oferece um motor de IA (Ester®) para extrair e resumir planos complexos e fornece ferramentas como modelagem de cenários, relatórios visuais, armazenamento seguro (Vault) e integrações com sistemas financeiros para apoiar fluxos de trabalho de planejamento patrimonial de ponta a ponta. Wealth. com está posicionado para distribuição B2B por meio de gestores de riqueza e instituições e enfatiza segurança, alinhamento regulatório e escalabilidade.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• Flexible work environment. We do however meet together in person several times a year. • 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 insurance • 100% paid parental leave upon eligibility • Company equity managed through Carta • 401k with match and 100% vesting upon hire • Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does. • Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year. • Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. • Free estate planning!