Business Development Representative, Trust & Will

• 1-3 years of professional work experience
• Excellent communication, interpersonal, and organizational skills
• You should be a great writer, speaker, and listener
• Bold - willing to hop on the phone with new people every single day and explain the Trust & Will value proposition
• An obsession with prospect happiness - set the stage for effective sales follow-up
• Flexibility - able to be agile with quick changes
• Ability to become a subject matter expert. Become a guide on estate planning in a matter of weeks, and the curiosity to keep learning about all its intricacies for years to come

Desirable

• We are looking for an Business Development Representative who will be responsible for working alongside our Partnership Managers to book appointments and help to build out a pipeline of prospects
• Identify key prospects in our most important sales channels
• Inbound/outbound cold calling and emailing
• Follow and execute a known plan to qualify and book appointments with targets for our Partnership Managers
• Demonstrate the value of our offering through phone calls, email, Zoom demos, LinkedIn, and any other mediums
• Effectively manage your pipeline of prospects and leads — organization is key!
• Positively represent our company and brand
• Work in a fast-paced, challenging, high-growth startup with room to grow
• This is a 6-month temporary position that has the potential to convert to full-time employment