Business Development Representative, Wealth.com
West Coast
On Target Earnings (OTE) $34 – $43 per hour. + Equity
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
On Target Earnings (OTE) $34 – $43 per hour. + Equity
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
- We are seeking a motivated and inclusive Business Development Representative to join our team
- Bachelor’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
- 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
- Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know
What the job involves
- 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
- 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
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. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
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.
Share this job
View 10 more jobs at Wealth.com