Business Development Representative @ Trust & Will

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

If you would like to join us, we are looking for a Business Development Representative who will be responsible for working alongside our Trust & Will for Professionals Account Executives to book appointments and help to build out a pipeline of prospects.

About you:

You’re likely early in your sales career and are looking for a fast-paced, leading tech company. You have a tenacious attitude and a “can do” mentality.

You’re looking for fast-paced growth and want career opportunities. You are self-motivated and extremely focused on maintaining a consistent volume of outbound calls, emails, and social media touches. You’re passionate about building relationships and are a strong communicator + team player. You love paying attention to detail and are extremely organized. You’re excited about learning from the team and making a difference in the lives of millions of families.

About the Role:

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

Qualifications:

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

Bonus Points for:

Experience in working with Financial Institutions, Financial Advisors, Employee Benefits/Unions
Experience working in a tech company and/or high-growth startup
Experience using CRMs

Employee Benefits & Perks:

Our salary range for this position is $22.00 - $30.00 per hour with an opportunity to earn up to an additional $7,500 in commission based on sales performance target within six-months.
This is a six-month, full-time temporary position.

Health and Wellness Benefits

Fantastic health benefits including medical, dental, vision and life insurance
Financial wellness benefits (planning support, savings options, and employee-sponsored 401k)
Guest speakers & reimbursement for learning opportunities

Extra

Flexible Monday - Friday work schedule + hours (any time zone)
Family-friendly work environment. We support the complexity of a remote world with the needs of families

About Trust & Will:

We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you’d like but not required. #LI-Remote

We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.

Trust & Will’s mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members’ shoes.

Compensation Overview

About the Role:

Qualifications:

Bonus Points for:

Employee Benefits & Perks:

6 month growth

1 year growth

2 year growth

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