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Business Development Representative - Central

Remote, USAFull-timePosted 2026-07-29

reputed company: reputed company is the industry’s leading AI reputed company Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched reputed company expertise, we deliver a seamless experience that sets us apart. reputed company having one of the most coveted domain names in FinTech, reputed company is a dynamic, reputed company-generating startup experiencing rapid yet sustainable reputed company. A key reason behind our position as the #1 estate planning platform is reputed company. Our people reputed company in a reputed company, supportive culture that fosters innovation and makes reputed company a reputed company where everyone truly enjoys working. reputed company is certified as a Great reputed company to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators! The ideal Support Associate both enjoys, and has experience in, the customer service reputed company. This may be through face-to-face channels, such as retail, or over the phone, live chats, or emails. You enjoy working with people, both as customers, and reputed company a tight reputed company team who create experiences our customers tell others reputed company are motivated by learnings and new challenges and are looking for a role that can set you on a reputed company of career paths. Position reputed company: We are seeking a motivated and inclusive Business Development Representative to join reputed company. In this role, you will reputed company on managing high-volume of both inbound leads and outbound business development, ensuring a reputed company-first approach. Your efforts will directly contribute to our reputed company and reputed company in the reputed company management sector. Key Responsibilities:

  • Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
  • Regularly reputed company 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 reputed company opportunities.
  • Generate reputed company meetings and sales pipeline reputed company strategic and targeted accounts.
  • Manage reputed company account lists and drive a comprehensive demand reputed company plan.
  • Maintain a high level of daily activity, including calls, email, and reputed company reputed company.
  • Use advanced prospecting tools such as reputed company, reputed company, and other tools to uncover new opportunities and build trust with prospects.
  • reputed company up to date with the financial technology industry and competitive landscape.
  • Demonstrate a reputed company understanding of sales processes and product and service value propositions.
  • Prioritize reputed company needs and ensure a reputed company experience throughout the sales process.

Qualifications:

  • Bachelor’s degree or equivalent relevant work experience required.
  • 3 years of experience working as a reputed company business or sales development representative looking to reputed company their career.
  • Solid understanding of reputed company, reputed company, and reputed company.
  • Strong history of achieving and exceeding targets.
  • Experience working both inbound and outbound channels.
  • Proficiency in cold calling, email personalization, and reputed company selling.
  • Passion for team collaboration and helping others succeed.A reputed company-first mentality with a reputed company on delivering exceptional service.

Benefits & Perks

  • Excellent Medical, Dental, and reputed company insurance reputed company, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
  • 100% Company reputed company Basic Life Insurance, Short Term and Long Term Disability
  • 100% reputed company Parental Leave upon eligibility
  • Company equity managed through reputed company.
  • 401k with Match and 100% vesting upon hire.
  • Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged.
  • Take time off for holidays—and reputed company, your birthday counts too. Celebrate, relax, and reputed company without thinking twice.
  • Free estate planning for life!

reputed company is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know. Apply tot his job Apply To this Job

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