Business Development Coordinator

Drake & Associates; Waukesha (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Base salary plus commission

Growth opportunities

Job summary

Drake & Associates, a Wisconsin-based independent financial planning firm, seeks a Business Development Specialist who engages warm leads from multiple marketing funnels and converts interest into meetings. You will communicate clearly by phone, email and text, maintaining a positive, persistent attitude without pressuring the prospect.

You will manage calendars, coordinate first appointments, and align outreach with marketing campaigns across workshops, webinars and digital content.

Qualifications

• Bachelor’s degree preferred; ability to engage warm leads without cold calling.
• High-volume outbound calling experience to warm leads with daily activity targets.
• 2+ years’ experience in a Financial Advisory firm or sales role scheduling appointments.

Responsibilities

• Implement contact strategies to keep leads engaged across multiple funnels using phone and email.
• Leverage content and media to continue conversations and convey long-term value.
• Follow up with prospective clients including evenings and weekends when necessary.
• Assist in managing Advisor calendars by scheduling first appointments.
• Coordinate events/content releases to convert leads into appointments.

Skills

Outbound calling

Appointment setting

Communication

Google Suite

Salesforce

Financial advisory experience

Lead nurturing

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

Drake & Associates is an independent financial planning firm dedicated to helping families retire with confidence and clarity. We are known for our integrity, education-first approach, and commitment to delivering an exceptional client experience.

Our culture is built on core values including Ultimate Client Experience, Extreme Ownership, Entrepreneurial Spirit, and Respect the Family. We believe in doing the right thing, supporting one another, and taking pride in the impact we make every day.

About This Opportunity

The Business Development Specialist 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 workshop/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.

How You'll Make an Impact

• Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including high-volume outbound calling to warm leads, appointment setting, confirmations, and event reminders, leveraging both phone and email
• Leverage the brand’s content library, including TV and Radio show content, YouTubevideos, podcast, editorial, webinar, whitepaper and the like to continue conversationswith 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 Appointmentsrelative 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.

What We're Looking For

• Bachelor’s degree preferred
• Comfortable managing a high volume of outbound calls to warm leads while meeting daily activity targets
• 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

Key Traits

• Highly personable with an optimistic outlook on work and life
• Excellent communicator
• Remarkable organizational and prioritization skills, with a meticulous attention to detail
• Goal-driven team player with a result-driven approach
• Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
• Comfortable communicating over phone and in email, leveraging tools like Salesforce,
• Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology

Compensation Structure

This role provides a base salary along with a highly competitive commission structure that rewards strong performance, meaningful results, and contributions to our shared success.