Note: The job is a remote job and is open to candidates in USA. NetLaw is a tech-enabled estate planning platform serving wealth management firms. They are seeking a driven Business Development Representative to manage inbound interest and engage with prospective advisor partners to expand the NetLaw platform's adoption and grow Hargrove Firm's referral network.
Responsibilities
- Collaborate with the Partnerships, Marketing, and Practice Group teams to execute strategies for managing and converting inbound referral and partnership leads
- Regularly perform against individual monthly and/or quarterly targets, including pipeline creation, conversion rates, appointments set, and follow-up calls assigned to the Partnerships team
- Collaborate with the SVP of Partnerships and other stakeholders on reporting and analysis of partnership performance
- Ensure CRM tools and value-selling methodologies are leveraged to process and track partnership opportunities
- Generate qualified meetings and a strong partnership pipeline within strategic and targeted accounts
- Manage target account lists and drive a comprehensive demand generation plan for new referral partnerships
- Maintain a high level of daily activity, including calls, email, and LinkedIn outreach to prospective partners
- Use advanced prospecting tools such as LinkedIn, AdvizorPro, and other platforms to uncover new partnership opportunities and build trust with prospective referral sources
- Keep up to date with the legal services industry, estate planning trends, and the competitive landscape
- Demonstrate a clear understanding of the referral and partnership development process, along with Hargrove Firm's service and value propositions
- Prioritize client and partner needs, ensuring a positive experience throughout the relationship-development process
Skills
- Strong communication skills
- Intellectual curiosity
- Ability to quickly build credibility with financial professionals
- Experience in high-volume outreach and relationship building
- Ability to guide prospective partners through the discovery process
- Ability to coordinate demonstrations
- Ability to identify opportunities for deeper engagement
- Ability to create a seamless experience from initial conversation through activation
- Ability to collaborate with the Partnerships, Marketing, and Practice Group teams
- Ability to perform against individual monthly and/or quarterly targets, including pipeline creation, conversion rates, appointments set, and follow-up calls assigned to the Partnerships team
- Ability to collaborate on reporting and analysis of partnership performance
- Ability to leverage CRM tools and value-selling methodologies to process and track partnership opportunities
- Ability to generate qualified meetings and a strong partnership pipeline within strategic and targeted accounts
- Ability to manage target account lists and drive a comprehensive demand generation plan for new referral partnerships
- Ability to maintain a high level of daily activity, including calls, email, and LinkedIn outreach to prospective partners
- Ability to use advanced prospecting tools to uncover new partnership opportunities and build trust with prospective referral sources
- Ability to keep up to date with the legal services industry, estate planning trends, and the competitive landscape
- Demonstrate a clear understanding of the referral and partnership development process, along with Hargrove Firm's service and value propositions
- Ability to prioritize client and partner needs, ensuring a positive experience throughout the relationship-development process
- Bachelor's degree preferred, but equivalent experience will be considered
- 3+ years of as a business development, sales development, or partnerships representative, ideally within legal services, financial services, or a related SaaS environment, looking to progress their career
- Solid understanding of Hubspot, LinkedIn and AdvizorPro
- Strong history of achieving and exceeding targets
- Experience working both inbound and outbound channels
- Proficiency in cold calling, email personalization, and social selling
- Passion for team collaboration and helping others succeed
- A client-first mentality with a focus on delivering exceptional service
Benefits
- Performance bonus tied to scheduled and completed meetings
- Health, dental, and vision benefits
- 401(k) with lucrative matching
- Flexible PTO
- Fully remote work
Company Overview