Role SummaryEstate 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.
Base Salary: $43,000
OTE: Uncapped Commissions
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
The pay range for this role is:
43,000 - 150,000 USD per year (Provo, UT)
