Business Development Representative - Remote

Overview

The Business Development Representative (BDR) plays a critical role in fueling InvestorCOM’s growth by identifying, engaging, and qualifying prospective clients within the wealth/retirement management ecosystem.

In Short

• Conduct outbound prospecting through calls, email, social platforms, and digital channels using modern sales engagement tools
• Leverage CRM data, intent signals, and AI-assisted research to understand prospective clients
• Qualify inbound and outbound leads and book high-quality discovery meetings
• Create and leverage AI-enabled tools for personalized outreach
• Experiment with new AI and sales technologies
• Maintain accurate records of prospect activity in HubSpot CRM
• Collaborate with Sales and Marketing to optimize outreach campaigns
• Stay current on industry trends and product roadmap
• Participate in industry events to expand market awareness

Requirements

• 1–3 years of experience in business development or sales
• Strong communication and relationship-building skills
• Comfort using CRM systems and modern prospecting tools
• Curiosity about AI-driven insights and automation
• Ability to work independently in a remote-first environment
• Results-oriented mindset with a desire to learn and improve
• Comfort working with technology and data

Benefits

• Be part of a growing SaaS company
• Work in an environment that encourages AI and automation
• Competitive salary, commission structure, and benefits
• Clear opportunities for career development
• Collaborative, values-driven, and remote-first culture