About the role
About Us: Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place 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 space. 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 within a tight knit team who create experiences our customers tell others about. You are motivated by learnings and new challenges and are looking for a role that can set you on a range of career paths. Position Overview: We are seeking a motivated and inclusive Business Development Representative to join our team. In this role, you will focus on managing 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. Key
Responsibilities: 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.
