Business Development Representative

Here’s what you’ll do:

• Conduct outbound prospecting through email, Linked In, and cold calling to generate qualified opportunities.
• Educate prospects on the value of modern wealth management technology, including advisor efficiency, operational scalability, and improved client experiences.
• Qualify inbound and outbound leads and schedule meetings for the Account Executive team.
• Research and identify key decision‑makers within RIAs, broker‑dealers, and wealth management firms.
• Use a consultative approach to uncover pain points related to advisor workflows, data fragmentation, compliance, reporting, and firm growth.
• Partner closely with sales, product, and marketing teams to refine messaging and target ideal customer profiles.
• Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (e.g., Hub Spot).
• Serve as an ambassador for Advisor
  360, representing our mission, values, and innovation in every interaction.

• 1+ years of experience in sales, business development, or lead generation (SaaS, Fin Tech, or AI experience preferred).
• Strong interest in AI, emerging technology, and how it can transform advisor and client experiences.
• Excellent communication and interpersonal skills with the ability to clearly articulate value.
• A highly motivated, self‑starter mindset with a desire to exceed goals in a fast‑paced environment.
• Comfort handling objections and engaging senior‑level stakeholders.
• Experience with sales tools such as Salesforce, Outreach, Zoom Info, or similar platforms is a plus.

Competitive base salaries, annual performance‑based bonuses, and the chance to share in equity. Comprehensive health benefits including dental, life, and disability insurance. Unlimited paid time off.

The estimated base salary range for this position is $60,000 + commission & equity.

Advisor
360 is an equal‑opportunity employer committed to a diverse workforce.

We are unable to sponsor or take over sponsorship for employment visas at this time.