Business Development Representative, Wealth.com
$60-80k
OTE
+Stock Options
Best-in-class estate planning technology
Be an early applicant
Best-in-class estate planning technology
101-200 employees
Be an early applicant
$60-80k
OTE
+Stock Options
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- Bachelor's Degree or relevant years of experience
- 3 years of experience working as a SaaS sales development representative looking to progress their career
- Solid understanding of Salesforce, Outreach.io, Zoominfo & LinkedIn Sales Navigator
- Strong history of achieving and exceeding quota
- Experience working both inbound and outbound channels
- Proficiency in cold calling, email personalization and social selling
- Passion for team collaboration, coaching and seeing others succeed
- A client-first mentality with a focus on delivering exceptional service
What the job involves
- Collaborate with Sales, Marketing & Product teams to execute campaigns strategies for outbound reach
- Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, appointments set, demos, or follow-up calls assigned to quota carrying Account Executive
- Collaborate with Account Executives and other stakeholders on reporting and analysis
- Chart and Deliver timely and accurate forecasting and pipeline management
- Ensure CRM tools and Wealth’s value-selling methodologies are leveraged to process and track opportunities
- Generate qualified meetings & sales pipeline within Strategic and Targeted AccountsManage target account lists and drive a comprehensive demand generation plan
- Maintain a high-level of daily activity including calls, live prospect connections, email & LinkedIn touches
- Use advanced prospecting tools such as LinkedIn Sales Navigator, Zoominfo, and other tools to uncover new opportunities and build trust with prospects
- Keep up to date with the technology industry and competitive landscape
- Calling on Marketing campaign respondents and inbound leads
- Demonstrating a clear understanding of sales processes and product and service value propositions
- Prioritize client needs and ensure a positive experience throughout the sales process
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid Parental Leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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