Business Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Work in conjunction with the Partnerships, Marketing, and Practice Group teams to implement strategies for managing and converting inbound referral and partnership leads.

• Consistently meet individual monthly and/or quarterly goals, which include pipeline development, conversion rates, scheduled appointments, and follow-up calls assigned to the Partnerships team.

• Collaborate with the SVP of Partnerships and other key stakeholders on the reporting and analysis of partnership performance.

• Ensure that CRM tools and value-selling methodologies are utilized to process and track partnership opportunities effectively.

• Create qualified meetings and develop a robust partnership pipeline within strategically targeted accounts.

• Oversee target account lists and execute a comprehensive demand generation strategy for new referral partnerships.

• Maintain a high volume of daily activities, including calls, emails, and LinkedIn outreach to potential partners.

• Utilize advanced prospecting tools such as LinkedIn, AdvizorPro, and other platforms to identify new partnership opportunities and foster trust with potential referral sources.

• Stay informed about the legal services sector, estate planning trends, and the competitive landscape.

• Exhibit a thorough understanding of the referral and partnership development process, along with Hargrove Firm's services and value propositions.

• Prioritize the needs of clients and partners, ensuring a positive experience throughout the relationship-building process.

⛳️ Requirements

• Bachelor’s degree preferred, although equivalent experience will be taken into account.

• Over 3 years of experience as a business development, sales development, or partnerships representative, preferably in legal services, financial services, or a related SaaS setting.

• Strong familiarity with Hubspot, LinkedIn, and AdvizorPro.

• Proven track record of achieving and surpassing targets.

• Experience in both inbound and outbound channels.

• Skilled in cold calling, email personalization, and social selling techniques.

• A strong passion for teamwork and assisting others in achieving success.

• A client-centric approach with an emphasis on providing exceptional service.

🏝️ Benefits

• Health, dental, and vision benefits.

• 401(k) with generous matching.

• Flexible paid time off (PTO).

• Fully remote work environment.