Business Development Representative

NetLaw

Business Development Representative building relationships with advisors at tech-enabled estate planning platform. Responsibilities include managing leads and expanding referral network opportunities.

Posted 7/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and partnership management within the legal services industry, leveraging CRM tools and advanced prospecting techniques to drive pipeline growth and exceed performance targets.

Highest-signal resume keywords

Business DevelopmentPartnership ManagementCRM Tools ProficiencyCold CallingSocial Selling

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

Pipeline CreationConversion RatesLead ManagementDemand GenerationReferral Development

Soft Skills

Team CollaborationClient-First MentalityExceptional Service

Tools & Technologies

HubspotLinkedInAdvizorPro

Industry Keywords

Legal ServicesEstate PlanningFinancial ServicesSaaS Environment

About the role

Key responsibilities & impact

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
Maintain a high level of 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
Keep 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

What you’ll need

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

Benefits

Comp & perks

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
Fully remote work