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!
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.
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.
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.
Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
100% Paid Parental Leave upon eligibility
Company equity managed through Carta.
401k with Match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!
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.
Skills Required
- 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
- Proven history of achieving and exceeding sales targets and quotas
- Experience handling both inbound and outbound channels
- Proficiency in cold calling, email personalization, and social selling
- Experience using prospecting tools (LinkedIn, ZoomInfo) and CRM processes
- Client-first mentality and strong team collaboration skills
Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth and has not been reviewed or approved by Wealth.
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Inclusive Benefits Coverage — Health coverage is described as full medical, dental, and vision “for you and your family,” indicating dependent eligibility. The phrasing is noted as more generous than the typical employee‑only baseline.
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Retirement Support — A 401(k) with 100% company match and immediate vesting from day one is explicitly advertised. This day‑one vesting is characterized as an unusually employee‑friendly design and is called out repeatedly in company materials.
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Leave & Time Off Breadth — The package includes flexible/unlimited PTO, paid holidays (including your birthday), and paid parental leave. These offerings span rest, holidays, and family time.
Wealth Insights
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
