Business Development Rep

Estate Guru

Provo, UT

JOB DETAILS
SALARY
$43,000–$150,000 Per Year
SKILLS
Attorney, Business Development, Calendar Management, Campaigns, Category Development, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Email Campaign, Employment Law, Equal Employment Opportunity (EEO), Estate Planning, FMLA (Family and Medical Leave Act of 1993), Federal Laws and Regulations, Financial Services, Fitness, Follow Through, Hospital, Lead Generation, Leadership, Legal, LinkedIn, Market Development, Organizational Skills, Partner Sales, Presentation/Verbal Skills, Product Demonstration, Professional Services, Record Keeping, Reimbursement, Research Skills, Sales, Sales Prospecting, Sales Qualification, Sales Tools, Software as a Service (SaaS), Time Management, Vision Plan, Writing Skills
LOCATION
Provo, UT
POSTED
Today

About this positionEstate Guru is building category‑defining technology that helps financial advisors, attorneys, and financial institutions deliver estate planning without complexity. We turn a traditionally intimidating legal process into clear, confident decisions about the people and things that matter most. Our platform combines attorney oversight with a guided client experience, enabling partners to offer more value and build deeper client relationships.We are powering the transfer of wealth for millions of Americans on a single, aligned platform for families, advisors, and institutions. More than a technology company, Estate Guru is creating a new category in estate planning and wealth transfer, built for modern clients and driven by high standards.As we grow, we're looking for sharp, human‑centered team members who value merit, execution, and accountability. We lead from the front, challenge the status quo, and take pride in doing meaningful work with people who care deeply about quality, integrity, and impact.Role SummaryWe are seeking a motivated, organized, and proactive Business Development Representative (BDR) to help drive pipeline growth and expand market awareness. This role is responsible for identifying prospective clients, conducting outbound outreach, qualifying early‑stage opportunities, scheduling high‑quality meetings for the sales team, and working up to taking initial qualifying meetings/demos.Base Salary: $43,000OTE: Uncapped CommissionsKey ResponsibilitiesIdentify and prospect potential clients through outbound calls, email campaigns, LinkedIn outreach, referrals, and other lead generation efforts.Research target accounts, decision‑makers, and industry segments to support effective prospecting strategy.Conduct initial outreach to introduce Estate Guru and generate interest in the company's solutions.Qualify leads based on established criteria, including business need, fit, timing, and opportunity potential.Schedule qualified meetings and hand off opportunities to the appropriate sales leader or Business Development Manager.Maintain accurate and timely records of prospecting activity, lead status, notes, and follow‑up actions in the CRM.Consistently execute follow‑up and nurture activity to keep prospective clients engaged.Collaborate with sales and leadership to improve messaging, targeting, and outreach strategy.Support campaigns and initiatives related to pipeline generation, events, partnerships, and market development.Meet or exceed expectations for outbound activity, meetings booked, qualified opportunities created, and pipeline contribution.Represent Estate Guru professionally and positively in all prospect interactions.Share feedback from prospects and the market to help improve messaging, positioning, and business development effectiveness.Qualifications1–3 years of experience in business development, sales, recruiting, customer‑facing work, or a related role preferred.Strong written and verbal communication skills with the ability to engage prospects professionally and confidently.Comfortable initiating cold outreach through phone, email, and LinkedIn.Strong organization and follow‑through with the ability to manage multiple leads and tasks effectively.High level of resilience, persistence, and comfort handling rejection.Coachable, adaptable, and eager to learn in a fast‑paced, growth‑focused environment.Ability to research prospects and tailor outreach in a thoughtful and strategic way.Experience using CRM systems, sales engagement tools, or prospecting platforms preferred.Experience in SaaS, legal tech, financial services, professional services, or other consultative business environments is a plus.Demonstrated ability to work both independently and collaboratively within a team setting.What Success Looks Like for This RoleConsistently generates qualified leads and meetings that convert into meaningful sales opportunities.Maintains strong activity levels and disciplined follow‑up habits.Produces high‑quality outreach that is targeted, professional, and effective.Keeps CRM records accurate, current, and well‑documented.Creates a strong first impression of Estate Guru in the market.Learns quickly, applies feedback, and improves outreach and conversion performance over time.Becomes a trusted partner to the sales team by delivering well‑qualified, sales‑ready opportunities.Contributes to a more predictable, scalable, and effective pipeline generation process.Compensation & BenefitsCompetitive salary and discretionary bonuses.Comprehensive health, dental, and vision insurance.Elective benefits for Life, Critical Illness & Hospital Indemnity Plans.Company‑paid Short‑term Disability Insurance.Internet Reimbursement (for remote roles).Generous PTO and paid holidays.Professional development opportunities.Fitness Reimbursement.Equal Opportunity EmployerEstate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.Applicants in the United States of America have rights under Federal Employment Laws: Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act.The pay range for this role is: 43,000 - 150,000 USD per year (Provo, UT)#J-18808-Ljbffr

About the Company

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Estate Guru