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Business Development Representative

Atlanta, GA, United States

Company Description

AdvizorPro is a leading provider of B2B contact and company information in the financial services ecosystem. Its platform features tens of millions of data points on financial advisors, family offices, and insurance producers, empowering customers to enhance their sales, marketing, and recruitment efforts. AdvizorPro serves asset managers, SaaS companies, insurance carriers, and recruiters. We are a passionate team with an entrepreneurial spirit, fostering a lively office that truly embodies the startup life.

Role Description

This role is perfect for individuals aspiring to kickstart their sales career in a BDR role. Collaborating with account executives, management, and marketing, the ideal candidate will lead prospecting initiatives to the private wealth community. This person will coordinate meetings with prospects to understand their needs and explore how AdvizorPro can help them better sell and market to their target audience. We're looking for motivated individuals looking to kickstart their sales career and learn from experienced account executives.

Collaborate with sales and marketing leaders to qualify leads

Contact prospects through calls, email, LinkedIn

Book and schedule meetings/demos with account executives. You will be a part of these meetings as well.

Foster new relationships through channels such as conferences, networking & social events, industry award ceremonies, etc.

Demonstrate a thorough understanding of our solution to answer questions and make recommendations based on discovery work and industry knowledge.

Communicate effectively with C-suite, SVP, VP, Director, etc. titles, and key decision-makers.

Meet and exceed monthly, quarterly, and annual goals and performance metrics.

Qualifications

Business Development skills

Excellent communication and interpersonal skills

Ability to work in a fast-paced, team-oriented environment

Experience in SaaS or the financial services industry is a plus

Bachelor's degree in Business, Sales or Marketing or equivalent experience

Benefits

Health, dental, and vision insurance

Life insurance

401(k)

Competitive compensation - base, commission, and annual bonus

Career-growth opportunities

Generous PTO plan

WFH Fridays

Year-round "Summer Fridays" - Our office closes at 3 pm every Friday.

Regular team events

PlanPro Solutions LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression, or any other characteristic protected by federal, state, or local laws.

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