Business Development Representative - West Coast

Wealth.com Inc.

Job Overview

Location

Remote, United States

Job Type

Full-time

Full Job Description

📋 Description

• As a Business Development Representative at Wealth.com, you will play a critical role in driving growth by managing high-volume inbound leads and executing outbound business development strategies, directly contributing to the company’s success as a leading AI-powered wealth management platform.
• Your day-to-day responsibilities include collaborating with Sales, Marketing, and Product teams to convert leads, meeting monthly and quarterly targets for pipeline creation and appointments set, leveraging CRM tools like Salesforce and Outreach.io, conducting outreach via calls, email, and LinkedIn, using tools such as Zoominfo to identify opportunities, and maintaining a client-first approach throughout the sales process.
• Wealth.com is a dynamic, revenue-generating FinTech startup recognized as a Great Place to Work for 2024 and a finalist for Fast Company’s Best Workplaces for Innovators, fostering a collaborative, innovative culture where employees thrive and enjoy meaningful work in the estate planning and financial technology space.
• In this role, you will develop expertise in SaaS sales processes, advanced prospecting techniques, CRM management, and value-based selling, while building a strong foundation for career progression in sales, business development, or account management within a high-growth technology company.

🎯 Requirements

• Bachelor’s degree or equivalent relevant work experience
• 3 years of experience as a SaaS business or sales development representative
• Solid understanding of Salesforce, Outreach.io, and Zoominfo
• Strong history of achieving and exceeding sales targets
• Proficiency in cold calling, email personalization, and social selling
• Experience managing both inbound and outbound sales channels

🏖️ Benefits

• Flexible work environment with periodic in-person meetings
• Excellent medical, dental, and vision insurance with low-cost premiums
• 100% company-paid basic life, short-term, and long-term disability insurance
• 100% paid parental leave upon eligibility
• Company equity managed through Carta
• 401k with company match and 100% vesting upon hire
• Generous PTO starting at 15 days per year, increasing to 20 days, with flexible use-in-hour increments
• Free estate planning services for employees

Skills & Technologies

Remote

Degree Required

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Wealth.com Inc.

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About Wealth.com Inc.

Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.

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