Business Development Representative

We’re hiring a Business Development Representative on behalf of our client - a growing independent wealth management firm. The Business Development Representative will play a pivotal role in supporting the firm’s continued growth by setting, qualifying, and confirming first appointments between prospective clients and the sales team.

For many prospects, this will be their very first conversation with the firm. The ideal candidate is a polished, high-energy phone professional who makes a strong first impression and keeps a prospect’s excitement high all the way through to the meeting. The firm helps retirees and pre-retirees with retirement income, tax planning, and estate planning, and much of its new-client growth comes from educational workshops and dinner seminars, which puts this role right at the front of the growth engine.

Core Responsibilities

\n
• Serve as the first point of contact for many prospects, creating a warm, professional first impression of the firm
\n
• Confirm and qualify first appointments booked at dinner seminars and educational workshops, reaffirming each prospect’s interest in continuing the process
\n
• Manage the confirmation
\n
• process so every prospect receives all touchpoints, including phone calls, calendar invites, voicemails, texts, and Zoom links
\n
• Pass key qualifying and prospect information to the sales team to maximize the chance each prospect becomes a client
\n
• Call warm leads from drip campaigns to book first appointments
\n
• Make manual follow-up calls to event attendees
\n
• Keep prospect excitement
\n
• high from the first conversation through to the meeting
\n
• Act as a bridge between prospects and the sales team to drive alignment and smooth handoffs
\n

Candidate Profile

Must-Haves

\n
• Experience making 50 or more business development calls per day
\n
• Some financial advising or wealth management industry experience involving business development
\n
• Ability to qualify a prospect while building genuine excitement for the upcoming meeting
\n

Preferred

\n
• Securities or insurance
\n
• licensing preferred but not required
\n

Compensation and Benefits

\n
• Base salary of $65,000
\n
• Quarterly performance bonus
\n
• of up to $2,500 per quarter, based on KPIs
\n

Work Environment and Culture

This is a full time, remote role

Our client is a growing, advisor-led firm with multiple offices, where the team works closely together to turn first conversations into lasting client relationships.