Business Development Representative @Wealth.com
Sales / Business
Salary usd 60,000 - 80..
Remote Location
๐Ÿ‡บ๐Ÿ‡ธ USA Only
Job Type full-time
Posted 2d ago

[Hiring] Business Development Representative @Wealth.com

2d ago - Wealth.com is hiring a remote Business Development Representative. ๐Ÿ’ธ Salary: usd 60,000 - 80,000 per year ๐Ÿ“Location: USA

Role Description

We are seeking a motivated and inclusive Business Development Representative to join our team. In this role, you will focus on managing a 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.

  • 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

  • Bachelorโ€™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. 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.
  • 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 holidaysโ€”and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
  • Free estate planning for life!
Before You Apply
๏ธ
๐Ÿ‡บ๐Ÿ‡ธ Be aware of the location restriction for this remote position: USA Only
โ€ผ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Business Development Representative @Wealth.com
Sales / Business
Salary usd 60,000 - 80..
Remote Location
๐Ÿ‡บ๐Ÿ‡ธ USA Only
Job Type full-time
Posted 2d ago
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๏ธ
๐Ÿ‡บ๐Ÿ‡ธ Be aware of the location restriction for this remote position: USA Only
โ€ผ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
Did not apply โœ“
Applied โœ“
Sent Follow-Up โœ“
Interview Scheduled โœ“
Interview Completed โœ“
Offer Accepted โœ“
Offer Declined โœ“
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