Business Development Representative

Estate Guru is a specialized estate planning software designed for advisors and professionals, including institutions and attorneys. Our platform connects users with a nationwide network of attorneys to create, review, and approve legally sound estate plans. Thousands of advisors leverage Estate Guru to provide personalized estate planning services, expand Assets Under Management (AUM), and build lasting connections with multi-generational clients. Our innovative solution simplifies and streamlines the estate planning process for maximum efficiency.

This is a full‑time hybrid role for a Business Development Representative based in Provo, UT. The position involves responsibilities such as engaging in inside sales, prospecting and generating new leads, nurturing client relationships, and driving business development initiatives. As a key contributor to the sales team, you will collaborate with clients both remotely and on‑site, with flexibility to work from home on occasion.

• Proficiency in Inside Sales and Lead Generation techniques
• Strong Communication and interpersonal skills for client engagement
• Experience in Sales and Business Development strategies
• Ability to meet sales targets and manage customer relationships effectively
• Self‑motivated, organized, and goal‑oriented attitude
• Bachelor's degree in Business, Marketing, or a related field is preferred
• Experience in the legal, financial, or software industries is a plus

• 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
• 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)