Legacy Point

Legacy Point’s mission is to redefine the sell-side process for business owners. By combining the human touch of seasoned experts with the precision of innovative technology, the team has created a system that removes barriers, simplifies negotiations, and maximizes value for sellers. The result is a streamlined, transparent, and rewarding experience for business owners at every stage of the M&A process.

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Jobs at this company:

🔥 Business Development Representative - SF

Posted 2 days ago

📍 United States

🧭 Full-Time

💸 50000.0 - 60000.0 USD per year

🔍 M&A and Investment Banking

Proven experience in appointment setting or client-facing sales roles.
Ability to handle objections and maintain a balanced talk-to-listen ratio.
Familiarity with CRM tools like Close.com.
A problem-solving mindset to adapt if conversion rates decline.

Make a minimum of 200 outbound calls per shift to engage warm leads.
Assess sellers’ goals, business readiness, and suitability for M&A services.
Schedule at least 8 daily appointments for M&A specialists.
Accurately document all interactions in the CRM to ensure follow-up.

Sales experienceLead GenerationCRM

Posted 2 days ago