Business Development Representative

About the role

The Business Development Representative will serve as a key point of contact for prospective advisor partners, managing a high volume of inbound interest while also proactively engaging registered investment advisors (RIAs), wealth management firms, and other strategic referral sources. They will play a critical role in expanding adoption of the NetLaw platform and growing 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.
• Manage 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.
• Stay 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.

Requirements

• 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

Qualifications

• Passionate about helping financial professionals understand the value of innovative estate planning solutions
• Ability to manage a high volume of inbound interest and engage with prospective partners
• Strong communication and relationship-building skills
• Intellectual curiosity and a willingness to learn about the legal services and estate planning industries

Skills

• Advanced prospecting tools (LinkedIn, AdvizorPro, etc.)
• CRM tools and value-selling methodologies
• Hubspot, LinkedIn, and AdvizorPro proficiency
• Cold calling, email personalization, and social selling

Benefits

• Competitive base salary commensurate with experience
• Performance bonus tied to scheduled and completed meetings
• Health, dental, and vision benefits
• 401(k) with lucrative matching
• Flexible PTO
• Full-time remote work
• Front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases