BD Intern
San Diego, CA +1 · Remote
Entry Level · Internship
Posted 2 years ago
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Hi, we’re Trust & Will and our mission is to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. With our help, we’re providing a better way to plan for the future and allowing people to create a plan that fits their families, their life, and their legacy.
Since launching in 2017 we’ve helped over 300,000 Americans nationwide kickstart their estate plan with our complete suite of products and we’re not stopping there. Our team cares deeply about crafting the highest quality product experiences, and each team member has a profound impact on the vision and direction of what we deliver.

We are looking for a Business Development Intern that will help to analyze and grow our pipeline of partnership opportunities. In this role, you will research prospective new partners, industries, and verticals as well as conduct tailored outreach via email, phone, and LinkedIn. You will also analyze the current pipeline looking for fall-off points and will work to identify opportunities to reduce time to close. Throughout this internship, you will also join calls, assist in follow-up, and will get experience and exposure in full-lifecycle sales at a high-growth fintech startup.

About You:

  • Organized and detail-oriented
  • Comfortable working independently and taking initiative
  • Experience with Google products (especially sheets, slides, and Gmail)
  • Interested in sales/partnerships and gaining sales experience
  • Interest in tech startups and entrepreneurship
  • Outstanding internal and external customer service skills

About the Role:

  • In this role, you will work alongside the Business Development Representatives and Account Executives to support department initiatives and discover new opportunities.l
  • You will have administrative duties in developing and implementing sales and partnership strategies
  • ​​You will reach out to potential clients via email/phone to maintain strong rapport and set up meetings
  • Effectively develop reports and presentations (i.e., proofreading, formatting, editing)

Qualifications

  • Sophomore to Senior, working towards BA
  • Experience working with excel/Gsheets

Bonus Points for:

  • Experience working in a tech company and/or high growth startup
  • Experience in sales or customer service

Benefits & Perks:

  • Flexible start date and work schedule
  • Paid internship with hiring potential
  • Experience working in a high-growth, face-paced, startup environment
  • Hands-on experience working within a sales team in the tech industry
  • 1-1 interview prep with 3-time founder and entrepreneur and valuable references
  • Cross-departmental communication/collaboration experience and mentorship
  • Management, public speaking, and presentation experience
  • Gain meaningful connections and networking opportunities to build the foundation of your career

We are a collaborative and supportive remote-first team and our hiring process is also conducted virtually unless otherwise noted. We also have our headquarters in San Diego, CA which is always open for you if you’d like. #LI-Remote

We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy.

Trust & Will has a commitment to building a healthy, sustainable, and engaging working environment for all employees and is in the process
of becoming a B-Corp to continue contributing positively to the world we live in.

We are committed to equality and ensuring a diverse and inclusive workplace where we can learn from each other is core to our values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities, and perspectives. Trust & Will does not and will not discriminate on the basis of race, color, religion, gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status.

Trust & Will
Trust & Will is modernizing the trust and estate planning industry with an easy, fast, and secure way to set up your estate plan online.
Size:  11-50 employees
Funding Level:  Mid-stage Startup
Total Amount Raised:  $23.0 M
Year Founded:  2017
Investors
Techstars
Right Side Capital Management
Tech Coast Angels
Revolution’s Rise of the Rest Seed Fund
Western Technology Investment
Techstars Ventures
Hack VC
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