Business Development Representative
Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. They are seeking a Business Development Representative to generate qualified opportunities for their new product, Parrot AI, by conducting outbound prospecting and educating prospects on its value. Responsibilities Conduct outbound prospecting through email, LinkedIn, and cold calling to generate qualified opportunities for Parrot AI Educate prospects on the value of AI-driven meeting insights, advisor efficiency, and improved client engagement Qualify inbound and outbound leads and schedule meetings for the Account Executive team Research and identify key decision-makers within RIAs, broker-dealers, and wealth management firms Use a consultative approach to uncover pain points related to advisor workflows, documentation, follow-ups, and scalability Partner closely with sales, product, and marketing teams to refine Parrot AI messaging and target ideal customer profiles Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (HubSpot/Salesforce) Serve as an ambassador for Advisor360° and Parrot AI, representing our mission, values, and innovation in every interaction Skills 1+ years of experience in sales, business development, or lead generation (SaaS, FinTech, or AI experience preferred) Strong interest in AI, emerging technology, and how it can transform advisor and client experiences Excellent communication and interpersonal skills with the ability to clearly articulate value A highly motivated, self-starter mindset with a desire to exceed goals in a fast-paced environment Comfort handling objections and engaging senior-level stakeholders Experience with sales tools such as Salesforce, Outreach, ZoomInfo, or similar platforms is a plus Benefits Comprehensive health benefits, including dental, life, and disability insurance Unlimited paid time off program Company Overview Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth. It was founded in 2019, and is headquartered in Weston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is