Business Development Representative - SF - Legacy Point

Remote | Full-Time | Independent Contractor

Step into the prestigious world of Private Equity and M&A with LegacyPoint, the first AI-powered Investment Bank dedicated to maximizing exit values for business owners—often ready to retire or exit. As a BDR, you’ll connect with inbound leads, qualify their interest, and book appointments for our M&A specialists, directly influencing high-stakes transactions.

This fully remote role offers a prime gateway to build your foundation in M&A, all while shaping the future of business transitions. We provide in-depth training and hands-on exposure to high-value deals, setting you up for rapid career growth in one of finance’s most dynamic sectors.

About LegacyPoint

LegacyPoint is the first AI-powered Investment Bank—leveraging advanced technology and an extensive buyer network to help business owners sell for maximum value. Every call you make contributes to meaningful business transitions, while you sharpen your skills in the lucrative M&A arena.

Who You’ll Be Calling

You’ll be connecting with business owners who have expressed interest in selling their businesses. These inbound leads have been generated through strategic outreach, ensuring quality conversations and meaningful engagement.

What We’re Looking For

BDR Mission

Your mission is to connect with business owners, qualify their interest, and schedule appointments for our M&A specialists.

Requirements

What Makes You a Fit

• Proven experience in appointment setting or sales (client-facing roles).
• Resilience to handle objections and maintain a balanced talk-to-listen ratio.
• Familiarity with CRM tools like Close.com.
• A problem-solving mindset to adjust if your conversion rate dips.
  

Responsibilities

• Outbound Calls: Make a minimum of 200 calls per shift using an automated power dialer to engage warm leads (business owners).
• Lead Qualification: Assess sellers’ goals, business readiness, and suitability for our M&A services.
• Appointment Setting: Schedule at least 8 daily appointments for M&A specialists.
• CRM Management: Document all interactions accurately to ensure seamless follow-up.
  

Compensation & Benefits

• OTE $50,000-$60,000
• Base Pay: $15/hour
• Bonuses:
• $20 per booked appointment that shows up.
• $200 per closed transaction resulting from your appointments.
  

Career Progression

Business Development Representative → Senior BDR → BDR Manager → M&A Advisor or Closer

What You’ll Do Daily

• Make 200+ outbound calls with an automated power dialer.
• Qualify leads by assessing their readiness to sell.
• Schedule at least 8 appointments daily with M&A specialists.
• Maintain accurate records of all interactions in the CRM.

Weekly

• Review performance metrics and optimize strategies to improve results.
• Participate in team meetings and role-playing exercises to refine techniques.

What You Can Expect In Your First Year

• Month 1: Complete onboarding, training, and start booking appointments.
• Month 3: Take full ownership of your lead pipeline and achieve performance targets.
• Month 6: Exceed goals consistently and provide insights to improve processes.
• Beyond: Advance to leadership roles or the closer path while expanding your impact at LegacyPoint.

Our Recruitment Process

1. Application (5 minutes)

2. Introductory Video Interview (30 minutes)

3. Assessment Task (45 minutes)

4. Interview with Recruiting Department

5. Final Interview with Leadership

(We aim to complete the entire process within 2–3 weeks and will keep you informed every step of the way.)

About Your Leadership Team

The LegacyPoint leadership team combines decades of experience in entrepreneurship, technology, and M&A. Led by founder Mike Ballas, who has built and exited 4 companies with over $5.1 billion in enterprise value, we are dedicated to building a dynamic team to transform the business brokerage industry.

Note

We’ve tried to strike a balance between giving you enough detail to decide whether you think this role might be a good fit for you and not completely drowning you in information. We genuinely love our jobs, and we want to make sure that when you click the Apply button, it’s because you’ve read everything above and have come to the conclusion that you might like this job, too.

And like we said above: even if you don’t meet 100% of our wishlist above, we encourage you to apply anyway. We view every application we receive as a chance to meet someone awesome.

And finally: we are committed to creating a safe, inclusive environment for each and every one of our employees. We believe that our differences make us stronger, smarter, and more curious, and we take active steps each and every day to live our lives in a way that embodies those beliefs. We provide equal opportunity to all employees and will never discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or parental status, or disability.