Business Development Associate (Remote, Series 65 Required)

Ellis Retirement Services, LLC; Tennessee; Remote; USD 50,000 - 60,000; Full time

Job summary

Join a fast-growing independent financial advisory firm as a Business Development Associate. This remote role focuses on connecting with potential clients and initiating meaningful conversations about retirement planning and 401(k) services. You will be the first point of contact, engaging prospects and scheduling meetings with our lead advisor. If you enjoy building relationships and have a passion for financial services, this opportunity offers growth in client engagement and marketing without the pressure of managing ongoing client relationships. Embrace a flexible work environment where your communication skills can shine.

Benefits

Flexible Scheduling

Growth Opportunities

Performance Bonuses

Qualifications

• Strong communication skills to build rapport and initiate conversations.
• Experience in sales or client service is a plus.

Responsibilities

• Identify and connect with potential clients via various outreach methods.
• Schedule meetings and transfer leads to the advisor team.

Skills

Communication Skills

Sales Experience

Client Engagement

Technology Proficiency

Education

Series 65 License

Tools

CRM Software

Job description

Business Development Associate (Remote, Series 65 Required)

2 days ago - Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Pay Range:

This range is provided by Ellis Retirement Services, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $50,000.00/yr - $60,000.00/yr

Additional compensation: Annual Bonus and Commission

About Us:

Ellis Retirement Services is an independent financial advisory firm helping individuals retire confidently and assisting businesses in optimizing their 401(k) plans. We’re growing and seek someone who enjoys connecting with people and initiating conversations that foster long-term relationships.

Role Overview:

We’re hiring a remote Business Development Associate who is licensed and comfortable making initial contact with prospects. You won’t manage clients or portfolios but will be the first point of contact for potential clients. Your goal: connect with qualified prospects (both 401k and retirement planning), engage them in meaningful conversations, and schedule meetings with our lead advisor.

Responsibilities:

1. Identify and connect with potential clients (individuals and business decision-makers)
2. Conduct outbound outreach via LinkedIn, email, and phone
3. Qualify prospects through initial conversations and discovery
4. Communicate our firm’s value and services clearly
5. Schedule and transfer warm leads to our advisor team
6. Track outreach activities in our CRM and follow up consistently
7. Collaborate on marketing strategies and lead-generation campaigns

Ideal Candidate:

• Enjoy using technology to support business development
• Excellent communicator who builds rapport quickly
• Comfortable initiating conversations and handling objections
• Organized, self-motivated, and persistent in follow-up
• Interest in retirement planning, personal finance, or 401(k) consulting
• Experience in sales, client service, or financial services is a plus

What You Won’t Do:

• Manage client relationships after the initial call
• Handle portfolio management or financial planning
• Close business — your role is to set the stage, not run the process

Additional Details:

• Salary: $50K - $60K (depending on experience)
• Performance bonuses for qualified meetings and new client revenue (uncapped)
• Fully remote role with flexible scheduling
• Growth opportunities in client engagement, marketing, or planning

Why Join Us:

Be part of a fast-growing firm where relationships matter more than quotas. If you love talking to people and opening doors but prefer not to handle ongoing client service, this is your role.

Must pass a background check with fingerprints.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.