Business Development Representative

Advisor360°

Business Development Representative generating qualified leads for Advisor360°, a fintech SaaS platform. Responsibilities include outbound prospecting, educating clients, and tracking leads in CRM.

Posted 6/9/2026full-timeNeedham • Massachusetts • 🇺🇸 United StatesJunior💰 $60,000 per yearWebsite

About the role

Key responsibilities & impact

Conduct outbound prospecting through email, LinkedIn, and cold calling to generate qualified opportunities for Advisor360°’s platform
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., HubSpot)
Serve as an ambassador for Advisor360°, representing our mission, values, and innovation in every interaction

Requirements

What you’ll need

1+ years of experience in sales, business development, or lead generation (SaaS, FinTech, 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, ZoomInfo, or similar platforms is a plus

Benefits

Comp & perks

Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Annual performance-based bonuses
Equity sharing in the company

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

salesbusiness developmentlead generationconsultative approachoutbound prospectingqualifying leadsdata fragmentationcompliancereportingpipeline management

Soft Skills

communication skillsinterpersonal skillsself-startermotivationgoal-orientedobjection handlingengaging stakeholdersconsultative sellingteam collaborationcustomer relationship management