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Business Development Representative
| Company | Trust & Will |
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| Location | San Diego, CA, USA |
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| Salary | $29 – $29 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 1-3 years of relevant experience in sales, business development, customer success, or another outbound, customer-facing role (BDR/SDR experience preferred but not required)
- Strong business acumen—able to quickly understand industry trends, prospect pain points, and decision-making processes
- Excellent communication skills—you are a great writer, speaker, and active listener
- Comfortable with outbound prospecting—willing to make cold calls, send outreach emails, and engage executives
- Highly organized and process-driven—able to manage a high volume of leads and outreach activities
- Self-motivated and coachable—you thrive in a fast-paced, high-growth environment and actively seek feedback to improve
- Tech-savvy, with the ability to learn and use CRM and sales engagement tools (HubSpot, Salesforce, Outreach, etc.)
- Resilient and persistent—you understand that outbound sales requires creativity, hustle, and follow-through
Responsibilities
- Identify and research key prospects in our most important sales channels (Financial Advisory, RIAs, Broker-Dealers)
- Outbound prospecting via cold calls, emails, LinkedIn, and other channels to engage potential clients
- Qualify and nurture leads, ensuring strong alignment before booking meetings with Account Executives
- Take a consultative approach—listen to prospects, identify their challenges, and position our solution effectively
- Manage your pipeline effectively, tracking outreach, follow-ups, and lead progression in our CRM
- Collaborate with AEs and leadership, sharing insights and refining outreach strategies
- Represent our company and brand professionally, creating a strong first impression with prospects
- Continuously improve sales skills—participate in coaching, training, and industry learning to refine your craft
Preferred Qualifications
- San Diego based
- Experience working with Financial Institutions, Financial Advisors, Employee Benefits, or Unions
- Prior experience in a high-growth SaaS or fintech startup
- A track record of exceeding sales quotas or outbound activity targets
- Familiarity with multi-channel sales engagement tools (e.g., Salesloft, Gong, LinkedIn Sales Navigator)
- Experience using CRMs (HubSpot or similar)
