Experience in BDR, SDR, business development, B2B sales, appointment setting, or partnership outreach.
Excellent spoken and written English. (Please include a short video introducing yourself, sharing a little about your background, and explaining why you'd be a great fit for this position.)
Confident and professional communicating with U.S. business owners and executives.
Comfortable making outbound calls, sending emails, and conducting Zoom meetings.
Strong relationship-building and follow-up skills.
Organized, self-motivated, and comfortable working with CRM systems.
Able to understand a business opportunity and communicate its value.
Positive attitude, coachable, and motivated by measurable results.
Bonus qualifications:
- Experience working with U.S. companies.
- Background in financial services, insurance, legal services, or professional services.
- Experience developing referral partnerships or affiliate relationships.
- Familiarity with GoHighLevel or similar CRM platforms.
You do not need to be an estate planning expert. We'll teach you our services, systems, and partnership opportunities.
Your primary responsibility will be developing and strengthening relationships with businesses in industries closely connected to estate planning.
Key responsibilities:
- Reach out to existing business relationships and referral partners.
- Identify and connect with new potential institutional partners.
- Build relationships with financial advisors, insurance companies, financial services organizations, and other complementary businesses.
- Introduce our established law firm and new DIY estate planning platform to potential partners.
- Schedule partnership meetings, presentations, and follow-up calls.
- Identify opportunities for referral programs, affiliate partnerships, and strategic collaborations.
- Maintain consistent communication with partners to encourage ongoing referrals.
- Track outreach, conversations, and opportunities in our CRM.
- Collaborate with our experienced marketing and leadership teams to grow our partner network.
You'll help us activate existing relationships, establish new institutional partnerships, generate qualified referrals, and create recurring business opportunities for both our law firm and DIY estate planning platform.
We're looking for someone who enjoys connecting with people, recognizes business opportunities, and takes pride in building relationships that produce results.
Schedule: Full-time, Monday–Friday
Hours: 9am - 5pm U.S. Eastern Time business hours
Compensation: Competitive base pay. After successful training we'll implement plus performance-based bonuses
Career: Long-term opportunity with advancement potential
We believe in rewarding results. In addition to your regular compensation, you'll have opportunities to earn bonuses for achieving business development milestones and measurable accomplishments.
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