Business Development Representative

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $34 - $43 / heure

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Business Developer (BDR)

👻 Score fantôme 9%

infoinfo

🗣️🇺🇸🇬🇧 Anglais requis

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Wealth.com

51 - 200 employés

Fondée en 2021

💼 Conseil

⚖️ Juridique

🛡️ Assurance

Consulting • Legal • Insurance

Wealth. com est une plateforme moderne de planification successorale dirigée par des conseillers qui aide les conseillers financiers, les avocats, les sociétés fiduciaires et les entreprises à créer, visualiser et gérer des plans successoraux pour des clients de tous niveaux de richesse. La plateforme SaaS génère des documents juridiques de qualité avocat, fournit un moteur d'IA (Ester®) pour extraire et résumer des plans complexes, et offre des outils tels que la modélisation de scénarios, les rapports visuels, le stockage sécurisé (Vault) et des intégrations avec des systèmes financiers pour soutenir les flux de travail de planification successorale de bout en bout. Wealth. com est positionnée pour une distribution B2B via des gestionnaires de patrimoine et des institutions et met l'accent sur la sécurité, la conformité réglementaire et l'évolutivité.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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!

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