Willed is an exciting start up making end-of-life planning simple, affordable, and accessible for all Australians.

At Willed, we know how devastating a poorly planned death can be. Using human-centred technology backed by expert customer service, guidance, expertise, and care, we deliver a range of market-leading Estate Planning tools. Our services make it easier for our customers to deal with the practicalities of death - be it that of a loved one or their own.

We are also making it easier than ever for charities to grow their bequest pipelines utilising our SaaS model. For charities, online bequests are the new normal and we are on a mission to raise $500 million for the causes that matter most. In this way, we are doing our bit to ensure their financial future is secure for many years to come.

Reporting Line

This role is part of the Willed Partnerships team. The BDM reports to the Head of Partnerships. Key KPIs for the BDM will be developed in consultation with the Head of Partnerships.

Although the BDM does not have any direct reports, this role is supported by an Account Manager.

Location of work

This role is based in the Willed office, located at 591 Glen Huntly Road, Elsternwick. VIC 3185.

Versatile work arrangements may be available at the end of the probation period, in consultation with the Head of Partnerships.

Position Description

This role is responsible for achieving and exceeding sales targets by developing exceptional relationships with clients and by demonstrating high levels of customer service,



product knowledge and credibility.

On any given day the responsibilities of this role include, but are not limited to:

Reaching out to prospective clients via phone, email and other sales channels (including cold calling)

Taking and managing inbound calls and enquiries

Creating and presenting proposals to prospective clients,

Developing prospecting strategies in consultation with key stakeholders

Building a pipeline of qualified prospects and developing engagement funnels for long-term growth

Working with existing clients to nurture their partnership with Willed

Regularly reporting results to the Head of Partnerships

Working within Google and Zoho CRM to communicate and manage stakeholder engagement

From time to time, the BDM may be required to represent Willed at tradeshows and events.

Key Competencies and Characteristics

3+ years experience in a similar role with a demonstrable track record of sales and partnership development

Excellent communication skills to build rapport quickly

A proactive and creative attitude to problem solving

Ability to maintain a healthy pipeline and KPI driven

Strong commercial acumen and the ability to recognise and act on opportunities to develop new business in a highly competitive environment

Experience in developing, pitching, and closing new business opportunities as well as the ability to manage client expectations

A team player who can prioritise and multitask in a fast paced environment

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📌 Business Development Manager (Healesville)
🏢 Willed
📍 Healesville