Business Development Representative
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Job Location:
Needham, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
As our go-to-market team continues to grow were looking for ambitious high-energy Business Development Representatives (BDRs) to help introduce Advisor360s platform to new prospects and build pipeline across our suite of offerings.
Heres what youll do:
- Conduct outbound prospecting through email LinkedIn and cold calling to generate qualified opportunities for Advisor360s platform.
- Educate prospects on the value of modern wealth management technology including advisor efficiency operational scalability and improved client experiences.
- Qualify inbound and outbound leads and schedule meetings for the Account Executive team.
- Research and identify key decision-makers within RIAs broker-dealers and wealth management firms.
- Use a consultative approach to uncover pain points related to advisor workflows data fragmentation compliance reporting and firm growth.
- Partner closely with sales product and marketing teams to refine messaging and target ideal customer profiles.
- Track outreach activity pipeline progress and results in CRM and sales engagement tools (e.g. HubSpot).
- Serve as an ambassador for Advisor360 representing our mission values and innovation in every interaction.
What You Bring to the Table:
- 1 years of experience in sales business development or lead generation (SaaS FinTech or AI experience preferred).
- Strong interest in AI emerging technology and how it can transform advisor and client experiences.
- Excellent communication and interpersonal skills with the ability to clearly articulate value.
- A highly motivated self-starter mindset with a desire to exceed goals in a fast-paced environment.
- Comfort handling objections and engaging senior-level stakeholders.
- Experience with sales tools such as Salesforce Outreach ZoomInfo or similar platforms is a plus.
Why Youll Love Working Here:
Its not just about workits about building a career and enjoying the ride! Heres what you can expect: Why Youll Love Working With Us:
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries annual performance-based bonuses and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits including dental life and disability insurance. We also trust our employees to manage their time effectively which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360 is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique authentic selves to work each and every day. The way we see it we are here to learn from each other.
The estimated base salary range for this position is $60000 commission & equity.
Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including but not limited to individual candidate experience skills and qualifications.
Additionally Advisor360 leverages current market data to determine compensation therefore posted compensation figures are subject to change as new market data becomes available. The salary other forms of compensation and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time subject to applicable law.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
Advisor360 will only communicate with a job applicant directly from an @ email address and will never conduct an interview in a chatroom forum. During an interview Advisor360 will not request any form of payment from the applicant or information regarding an applicants bank or credit card.
Should you have any questions regarding the application process please contact Advisor360 at
Required Experience:
IC
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Time Management
- Cold Calling
- Outbound Sales
- Account Management
- Salesforce
- Inside Sales
- Telemarketing
- CRM Software
- Lead Generation
About Company
At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client exper ... View more
