Note: The job is a remote job and is open to candidates in USA. Estate Guru is building innovative technology for estate planning and wealth transfer. The Business Development Representative will drive pipeline growth by identifying prospective clients, conducting outreach, and scheduling meetings for the sales team.

Responsibilities

• Identify and prospect potential clients through outbound calls, email campaigns, LinkedIn outreach, referrals, and other lead generation efforts
• Research target accounts, decision-makers, and industry segments to support effective prospecting strategy
• Conduct initial outreach to introduce Estate Guru and generate interest in the company’s solutions
• Qualify leads based on established criteria, including business need, fit, timing, and opportunity potential
• Schedule qualified meetings and hand off opportunities to the appropriate sales leader or Business Development Manager
• Maintain accurate and timely records of prospecting activity, lead status, notes, and follow-up actions in the CRM
• Consistently execute follow-up and nurture activity to keep prospective clients engaged
• Collaborate with sales and leadership to improve messaging, targeting, and outreach strategy
• Support campaigns and initiatives related to pipeline generation, events, partnerships, and market development
• Meet or exceed expectations for outbound activity, meetings booked, qualified opportunities created, and pipeline contribution
• Represent Estate Guru professionally and positively in all prospect interactions
• Share feedback from prospects and the market to help improve messaging, positioning, and business development effectiveness

Skills

• Strong written and verbal communication skills with the ability to engage prospects professionally and confidently
• Comfortable initiating cold outreach through phone, email, and LinkedIn
• Strong organization and follow-through with the ability to manage multiple leads and tasks effectively
• High level of resilience, persistence, and comfort handling rejection
• Coachable, adaptable, and eager to learn in a fast-paced, growth-focused environment
• Ability to research prospects and tailor outreach in a thoughtful and strategic way
• Demonstrated ability to work both independently and collaboratively within a team setting
• 1–3 years of experience in business development, sales, recruiting, customer-facing work, or a related role preferred
• Experience using CRM systems, sales engagement tools, or prospecting platforms preferred
• Experience in SaaS, legal tech, financial services, professional services, or other consultative business environments is a plus

Benefits

• Competitive salary and discretionary bonuses
• Comprehensive health, dental, and vision insurance
• Elective benefits for Life, Critical Illness & Hospital Indemnity Plans
• Company paid Short-term Disability Insurance
• Internet Reimbursement (for remote roles)
• Generous PTO and paid holidays
• Professional development opportunities
• Fitness Reimbursement

Company Overview