Business Development Representative
Core
A six-month development role to prepare high-performing sales professionals for a full-cycle Business Development position on the Financial Advisor channel.
Role type
Business Development Representative (Development Track)
Builds
Qualified pipeline for Financial Advisor channel sales
Domain
Financial Technology / Workplace Savings
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
outbound prospecting, account research, pipeline management, discovery conversations, qualification, CRM maintenance, objection handling, business acumen
Preferred skills
prior sales or BDR experience, coachability, ability to learn complex products
Technologies
Salesforce, Salesloft
Responsibilities
Execute high-quality outbound prospecting via phone, email, and LinkedIn; research accounts and identify decision-makers; build and manage prospect pipelines; conduct discovery and qualification calls; maintain accurate CRM records; participate in call coaching and role plays.
Seniority
Entry-level, 6-month development program