Business Development Manager

The Well Recruiting Solutions; Waukesha (WI); On-site; USD 40,000 - 100,000; Full time

Benefits offered by this job

3 weeks Paid Time Off

Comprehensive benefits package

Paid time off for volunteering

401(k) Contributions

Mentorship and growth opportunities

Annual trips and incentives

Job summary

An established industry player is seeking a Business Development Coordinator to connect with warm leads generated through various marketing channels. This role focuses on engaging potential clients without the pressure of cold calling. The ideal candidate will possess excellent communication skills and a knack for building relationships. Join a supportive team that values family, offers competitive pay, and provides opportunities for mentorship and growth. With a strong focus on collaboration, you will play a key role in converting leads into appointments while enjoying a comprehensive benefits package and paid time off for volunteering.

Qualifications

• 2+ years’ experience in Financial Advisory or Sales roles.
• Strong verbal and written communication skills are essential.

Responsibilities

• Implement contact strategies to engage leads and set appointments.
• Follow up with prospective clients during peak hours.

Skills

Excellent communication skills

Follow-up skills

Conversational skills

Positive attitude

Persistence

Tools

Google Suite

Salesforce

Job description

Job Title: Business Development Coordinator (appointment setter using warm leads)

Where: A retirement-focused registered investment advisory firm

This role will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and can build relationships over phone, email, and text, while never making the lead feel uncomfortable or pressured.

Key Responsibilities:

• Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email.
• Leverage the brand’s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide.
• Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary.
• Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule.
• Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments.

Requirements:

• 2+ years’ experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company.
• Excellent communication skills; both verbal and written.
• Proficient with Google Suite.
• Experience with Salesforce preferred, but not required.
• Pay starts at $40,000 + commission. (Someone successful should be making $80,000-100,000+).
• 3 weeks Paid Time Off per Year.
• Comprehensive benefits package including paid time off for those pesky appointments. Doctor, Dentist, etc.
• Love to volunteer? Paid time off to support local charities.
• Traditional and Roth 401(k)s Contributions.
• Mentorship, growth opportunities. We say it and we mean it!
• Like to do fun things? Our client will pay for annual trips, incentives, and bonuses once the goals are met!

Why Here?

• Join a company that believes in respecting the family. Your personal family, your client family, and your work family.
• Once employees join our client, they stay. Join a company where the success and growth speak for itself.
• Our client has marketing dialed in. The incoming leads are never ending, and they need your help servicing them.
• Culture of collaboration and support where you can make a difference in people’s lives.
• They offer competitive pay right from the start with a large commission opportunity.

Seniority level: Associate

Employment type: Full-time

Job function: Sales, Business Development, and Customer Service