Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI. Backed by Insight.
About the role
Vanilla is looking for a curious, resourceful, and technically minded Business Development Representative (BDR) to help generate pipeline and build a smarter, more scalable outbound sales motion.
What they're looking for
- 2+ years of experience in business development, sales development, B2B sales, growth, or a related role
- Strong written and verbal communication skills and an ability to create compelling, personalized outreach
- Curious, analytical, and comfortable researching companies, industries, and prospects
- Highly interested in AI and how it can improve modern sales and prospecting
- Comfortable using AI tools such as ChatGPT, Claude, or similar platforms in your everyday work
- Interested in building AI agents, automated workflows, and repeatable GTM systems
More about this role
We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.
Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.
This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania,...
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