Estate Guru

Role Description Estate 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 - Working up to taking initial qualifying meetings/demos 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 Equal Opportunity Employer Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. Applicants in the United States of America have rights under Federal Employment Laws: - Family & Medical Leave Act - Equal Opportunity Employment - Employee Polygraph Protection Act

Role Description We’re hiring a Customer Success PLUS Manager to help clients and advisors move confidently through the estate planning process. This person becomes the operational backbone of the experience—guiding clients through the platform, coordinating communication between advisors and attorneys, and ensuring estate plans move from start to completion. This role doesn’t provide legal advice. Instead, you’ll help make sure the process runs smoothly, questions get answered, and clients reach the finish line with confidence. We’re looking for someone who is organized, thoughtful, and comfortable working at the intersection of technology and estate planning. Someone who can communicate clearly, manage details, and keep complex processes moving forward while building strong relationships. If you enjoy helping people navigate important decisions—and want to play a role in expanding access to quality estate planning—this role may be a great fit. Key Responsibilities - Guide clients through the estate planning process - Serve as the client’s primary point of contact during the planning process. - Responsibilities include: - Explaining how the Estate Guru platform works - Guiding clients through questionnaires and plan inputs - Helping clients understand what information is needed and why - Answering process-related questions about estate planning documents - Ensuring clients complete required steps in the platform - Coordinate between advisors, clients, and attorneys - Responsibilities include: - Acting as a communication bridge between the advisor, client, and attorney network - Ensuring each party has the information they need to move forward - Escalating legal questions to the appropriate attorney - Keeping advisors informed about client progress - Monitor plan progress and completion - Responsibilities include: - Tracking where each client is in the planning process - Following up with clients to keep plans moving forward - Identifying missing information or incomplete steps - Ensuring documents are finalized and properly delivered - Maintain a high-quality client experience - Responsibilities include: - Providing responsive, professional communication with clients - Ensuring clients understand next steps at each stage - Helping clients navigate the platform when questions arise - Escalating complex situations to the appropriate internal teams - Support advisors using estate planning in their practice - Responsibilities include: - Helping advisors understand how the PLUS process works - Providing updates on client progress - Ensuring advisors know when client engagement or follow-up is needed - Supporting advisors as they integrate estate planning into their client experience - Reinforce the advisor’s role as the client’s trusted financial professional - Ensure estate planning strengthens the advisor-client relationship - Identify opportunities to improve the planning process - Responsibilities include: - Identifying friction points in the planning process - Sharing insights with the product team - Highlighting common client questions or confusion - Suggesting improvements to workflows or communication - Maintain compliance and role boundaries - Responsibilities include: - Ensuring communications remain within Estate Guru’s service scope - Avoiding legal advice or document interpretation - Escalating legal questions to licensed attorneys - Following established protocols for compliance and documentation Qualifications - 2-3 years experience in customer service, account management, and/or sales - Strong communication and interpersonal skills - Basic understanding of sales principles and customer relationship management - Ability to build and maintain client relationships - Organizational and time management skills - Problem-solving and negotiation abilities - Attention to detail and ability to multitask - Willingness to learn and adapt in a fast-paced environment - Experience with CRM software (Intercom, HubSpot, Salesforce, or similar) is a plus - Comfortable with using email, phone, and video conferencing tools for customer communication - Goal-oriented, self-motivated, and a positive team player - Willingness to take initiative and learn from feedback - Ability to handle rejection and maintain persistence Benefits - Additional earning potential through a commission program - Comprehensive health, dental, and vision insurance - Company paid Short-term Disability Insurance - Internet Reimbursement (for remote roles) - Generous PTO and paid holidays - Professional development opportunities - Fitness Reimbursement