Estate Guru is a specialized estate planning software designed for advisors and professionals, including institutions and attorneys. Our platform connects users with a nationwide network of attorneys to create, review, and approve legally sound estate plans. Thousands of advisors leverage Estate Guru to provide personalized estate planning services, expand Assets Under Management (AUM), and build lasting connections with multi-generational clients. Our innovative solution simplifies and streamlines the estate planning process for maximum efficiency.Role DescriptionThis is a full‑time hybrid role for a Business Development Representative based in Provo, UT. The position involves responsibilities such as engaging in inside sales, prospecting and generating new leads, nurturing client relationships, and driving business development initiatives. As a key contributor to the sales team, you will collaborate with clients both remotely and on‑site, with flexibility to work from home on occasion.QualificationsProficiency in Inside Sales and Lead Generation techniquesStrong Communication and interpersonal skills for client engagementExperience in Sales and Business Development strategiesAbility to meet sales targets and manage customer relationships effectivelySelf‑motivated, organized, and goal‑oriented attitudeBachelor's degree in Business, Marketing, or a related field is preferredExperience in the legal, financial, or software industries is a plusWhat success looks like for this roleConsistently generates qualified leads and meetings that convert into meaningful sales opportunitiesMaintains strong activity levels and disciplined follow‑up habitsProduces high‑quality outreach that is targeted, professional, and effectiveKeeps CRM records accurate, current, and well‑documentedCreates a strong first impression of Estate Guru in the marketLearns quickly, applies feedback, and improves outreach and conversion performance over timeBecomes a trusted partner to the sales team by delivering well‑qualified, sales‑ready opportunitiesContributes to a more predictable, scalable, and effective pipeline generation processCompetitive salary and discretionary bonusesComprehensive health, dental, and vision insuranceElective benefits for Life, Critical Illness & Hospital Indemnity PlansCompany paid Short‑term Disability InsuranceInternet Reimbursement (for remote roles)#J-18808-Ljbffr