The BDR is responsible for identifying prospective clients and conducting outbound outreach via calls, emails, and LinkedIn to drive pipeline growth. They must qualify early-stage opportunities and schedule high-quality meetings for the sales team.
Estate Guru
2 Remote Job Openings at Estate Guru
Manage incoming customer communications via phone, chat, and email to resolve support issues for clients and financial advisors. Coordinate technical escalations, prepare deed documents for trusts, and contribute to process improvements for a better customer journey.
