Business Development Representative

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Position

As an entry-level Business Development Representative, you’ll be the first point of contact for potential customers for both AdvisorBOB and AdvicePay, handling inbound retail leads, hosting live product demos, and guiding prospects towards a purchase or discovery meeting.

In our multiproduct environment, you’ll quickly learn to craft messaging across multiple solutions and gain hands-on experience in SaaS sales. You’ll research target accounts, map buying committees, and engage directly with prospects. This isn’t just about booking meetings, it’s about building real relationships, uncovering opportunities, and helping generate real revenue. You’ll be on the frontlines of our growth, learning the full sales process while making an impact from day one.

What You’ll Be Doing

• Research, identify, and prospect into ideal customer profiles for AdvicePay and AdvisorBOB.

• Generate qualified sales opportunities via phone, email, LinkedIn, and other channels.

• Qualify inbound middle-market leads, assessing fit across multiple products.  

• Guide retail leads through the sales process towards closure.

• Host live product demos and presentations, customizing the experience to each prospect’s needs.

• Maintain accurate records of all interactions and opportunities in our CRM (HubSpot).

• Collaborate with the Sales and Marketing team to optimize campaigns and improve lead quality. 

• Engage with inbound leads to convert qualified opportunities into closed sales or scheduled meetings with Account Executives

• Book discovery meetings for Account Executives, providing thorough context to ensure seamless handoffs.

• Continuously learn our products and develop the ability to communicate value effectively across multiple solutions.

• Comfortable making outbound prospecting attempts (phone, email, LinkedIn, etc.)

• Other duties as assigned.

Measurables for this Position

• Pipeline development 

• Inbound lead conversion 

• Demo effectiveness 

• Outbound opportunity creation

The Deets

• Start Date: ASAP

• Status: Non Exempt, Full-time (40 hours/week)

• Location: Bozeman, MT

• Department: Sales and Marketing

• Reports to: Sales Director

Compensation & Benefits

• Salary: $30.43/hour

• Accrued paid time off to use as you see fit

• 11 paid holidays when the office is closed

• 401(k) with match - you put in 6% and we put in 4.5%

• 12 weeks of paid parental leave for the birth or adoption of a child

• Health benefits package provided of up to $550/month for an individual, $1260/month for families

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $250/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $2,000/year in Professional Development funds

• Subsidized employer-sponsored childcare through our partner daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

Please see our Team Member Handbook to learn more about the benefits and perks we offer!

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)

• Strong communication and presentation skills. You’re comfortable hosting live demos. 

• Highly motivated, persistent, and customer-focused. 

• Curious and adaptable, you’re able to learn multiple products quickly. 

• Ability to thrive in a fast-paced, collaborative environment, taking initiative and solving problems independently. 

• Passion for learning and growing within a SaaS sales career. 

• High sense of personal responsibility + integrity (required)

• An understanding of and strong alignment with our core values (required)

• Legally authorized to live and work in the United States (required)

What Will Make You Stand Out From the Crowd

• Previous experience in SaaS, sales, or customer-facing roles. 

Application

• In lieu of a cover letter, please respond to the following prompt in 2–3 paragraphs:

  In this role, you’ll be reaching out to people who aren’t expecting your call and convincing them that a meeting with our team is worth their time. Even if you haven't done this professionally, you've likely done this in your personal life. Tell us about a time you had to 'sell' an idea or a request to someone who was initially indifferent or busy? 

  Think about a time you had to: 

  • Convince a local business to sponsor an event.

  • Recruit people to join a volunteer organization or a new project.

  • Navigate a gatekeeper (like an assistant or a receptionist) to get an appointment.

  Who was the 'prospect,' how did you get their attention, and what was the 'hook' that got them to say yes?

• Resume (to be uploaded)

Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round, including:

   • An informal coffee chat to get to meet some current AP team members

   • A Company Core Values interview with HR Manager

   • Final interview with Head of Sales and Marketing

   • Final wrap interview with the hiring manager

Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.