Business Development Rep

About Us

Estate 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 Summary

Estate Guru is 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.

Estate 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.

Base Salary: $43,000

OTE: Uncapped

Key Responsibilities

• Identify 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
  
  

Qualifications

• 1–3 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 Role

• Consistently 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 & Benefits

• Competitive 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 Employer

Estate 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