Business Development Representative

November 25

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Wealth.com

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SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

📋 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.

🎯 Requirements

• 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

• Competitive Salary. • Fully remote, flexible work environment. • Excellent Medical, Dental, and Vision insurance options. • 100% Company Paid Basic Life Insurance. • 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!