Business Development Associate

Liberty Group, LLC.; Concord (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

Liberty Wealth Management in California seeks a proactive Business Development Associate to convert prospects into booked meetings and support new business initiatives across tax planning, estate planning, and wealth management.

You will manage outreach via phone, email, and text, maintain accurate notes, and keep CRM and tracking tools up to date while coordinating with advisors and the marketing team.

Qualifications

• Friendly, client service-oriented personality.
• Ability to multitask.
• Highly responsive mindset.
• Excellent attention to detail and accuracy.
• Ability to prioritize tasks and manage time.
• Experience speaking with business prospects over the phone.
• Proficiency with Outlook, Microsoft Word, and Microsoft Excel
• Understanding of CRM and tracking tools, along with general sales aptitude.

Responsibilities

• Convert prospects into booked leads on advisors’ calendars using phone skills, email skills, and text message.
• Take detailed notes about prospects; distribute & collect the Liberty Group Questionnaire prior to the booked meeting.
• Transition the completed questionnaire to the appropriate advisor and/or team.
• Consistently engage various aspects of new business plans and timelines until leads are fully transitioned over to advisors and teams.
• Consistently attempt to reschedule meeting cancellations prior to sending the lead back to marketing.
• Manage reschedule requests on advisors’ calendars.
• Input all required new business leads and subsequent information into the CRM and new business tracking spreadsheets.
• Manage all new business leads' workflows to ensure timely completion.
• Help identify rescheduling and cancellation trends and work with Marketing and Sales on responses.
• Work with the Business Development Manager to improve the efficiency and success of our process.
• Transition appropriate leads into Drip campaign and label them within CRM.
• Support KNBR radio show leads by converting Saturday incoming leads.
• Assist with welcoming guests and general office maintenance matters as needed.

Skills

Phone outreach

CRM software

Outlook

Microsoft Word

Microsoft Excel

Attention to detail

Time management

Lead follow-up

Multitasking

Communication skills

Tools

CRM software

Tracking tools

Job description

Job Description

Job Description

** Job Overview**

The role of business development is a key part of Liberty Wealth Management’s new business efforts. The purpose of this role is to ensure new business leads are promptly booked and confirmed for initial appointments. Highly responsive, personal engagement with leads is key to successfully performing this job. This job will teach a candidate interested in the financial services industry all the ins & outs of tax planning, estate planning, and wealth management.

Mandatory Qualities & Requirements:

• Friendly, client service-oriented personality.
• Ability to multitask.
• Highly responsive mindset.
• Excellent attention to detail and accuracy.
• Ability to prioritize tasks and manage time.
• Experience speaking with business prospects over the phone.
• Proficiency with Outlook, Microsoft Word, and Microsoft Excel
• Understanding of CRM and tracking tools, along with general sales aptitude.

Responsibilities and Duties

• Convert prospects into booked business leads on advisors’ calendars using:
  • Phone skills.
  • Email skills.
  • Text message
• Take detailed notes about prospects during any/all conversations. Distribute & Collect the Liberty Group Questionnaire prior to the booked meeting.
• Transition the completed questionnaire to the appropriate advisor and/or team.
• Consistently engage various aspects of new business plans and timelines until leads are fully transitioned over to advisors and teams.
• Consistently attempt to reschedule meeting cancellations prior to sending the lead back to marketing.
• Manage reschedule requests on advisors’ calendars.
• Input all required new business leads and subsequent information into the CRM and new business
• tracking spreadsheets.
• Manage all new business leads' workflows to ensure completion in a timely manner.
• Help identify rescheduling and cancellation trends and work with Marketing and Sales on ways to respond to and minimize reschedules and cancellations.
• Work with the Business Development Manager to improve the efficiency and success of our process
• Transition appropriate leads (old, dead, unresponsive, etc.) into Drip campaign and properly label these leads within CRM.
• David Hollander (Founder of Liberty Group) hosts a popular radio show on KNBR. This show produces leads on a weekly basis. Help convert incoming leads on Saturday morning for 1-1 1⁄2 hours.
• Support Office Manager in welcoming guests (parking, refreshments, directing them to meeting rooms, alerting required staff), provide backup for all incoming calls, and assist with Liberty Group office and building maintenance matters as needed.

** Success Metrics**

• Responsiveness Rate – 100% of new leads touched within 24 business hours.
• Ability to Convert Leads into Booked Meetings
• Ability to meet Quarterly AUM & Revenue goals for:
  • Liberty Wealth Management
  • Hollander & Hollander, P.C.
  • Liberty Tax Planners

Compliance

• Absolute commitment to adhere to rules and regulations as stated and required by Liberty Group.

PHYSICAL AND OTHER REQUIREMENTS:

While performing the responsibilities of the job, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. The employee is required to stand, walk, reach with arms and hands, climb stairs, climb or balance, and to stoop, kneel, or crouch. The vision abilities required by this job include close vision. It requires face-to-face discussions with individuals and teams, the opportunity to make decisions without supervision, and the fact that mistakes are not easily correctable and have serious consequences that impact the results of co-workers, customers, or the company. Requires being exact or highly accurate, meeting strict deadlines, and working with others in a group or team. Includes exposure to sounds and noise levels that are distracting. Requires working indoors in environmentally controlled conditions.

DISCLAIMER:

This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position, and in no way states or implies that these are the only duties to be performed by the employee occupying this position. These duties are subject to change at the discretion of the Management. Employees will be required to follow and perform any other job-related instructions and duties in compliance with Federal and State Laws. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

** Liberty Wealth Management is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.**