BDR/SDR Business Development

Experience in BDR, SDR, business development, B2B sales, appointment setting, or partnership outreach.

Excellent spoken and written English. (Please include a short video introducing yourself, sharing a little about your background, and explaining why you'd be a great fit for this position.)

Confident and professional communicating with U.S. business owners and executives.

Comfortable making outbound calls, sending emails, and conducting Zoom meetings.

Strong relationship-building and follow-up skills.

Organized, self-motivated, and comfortable working with CRM systems.

Able to understand a business opportunity and communicate its value.

Positive attitude, coachable, and motivated by measurable results.

Bonus qualifications:

• Experience working with U.S. companies.
• Background in financial services, insurance, legal services, or professional services.
• Experience developing referral partnerships or affiliate relationships.
• Familiarity with GoHighLevel or similar CRM platforms.

You do not need to be an estate planning expert. We'll teach you our services, systems, and partnership opportunities.