Business Development & Marketing Associate

Western Wealth; Golden (CO); Hybrid; USD 30,000 - 37,000; Part time

Benefits offered by this job

Hybrid work arrangement

Discretionary quarterly bonus up to 30

Opportunity for additional hours

Job summary

Bagully Wealth Management in Golden, Colorado, seeks a Business Development & Marketing Associate. This hybrid, part-time role focuses on outbound prospecting, phone conversations, and relationship building to generate qualified introductory meetings.

You will also support social media content, digital marketing, and CRM tracking, reporting to the owner/financial advisor. The position emphasizes sales-driven growth, client acquisition, and collaboration to develop a measurable program.

Qualifications

• Experience in outbound telephone sales, appointment setting, lead generation, or a similar prospecting role.
• Confidence initiating telephone conversations with people you have not previously met.
• Strong interpersonal skills and the ability to build rapport quickly.
• Excellent written and verbal communication skills.
• Comfortable handling rejection, following up consistently, and maintaining a positive, professional attitude.
• Self-motivated, organized, dependable, and comfortable working independently.
• Ability to communicate professionally with established business owners, professionals, and individuals approaching or enjoying retirement.

Responsibilities

• Identify and research prospective clients who fit the target market.
• Outbound calls to initiate conversations and introduce services.
• Follow up via telephone, email, LinkedIn, and other approved channels.
• Build rapport, qualify needs, and schedule introductory meetings.
• Schedule qualified appointments with the financial advisor.
• Maintain consistent follow-up with prospects.
• Assist with referral development, networking initiatives, and client acquisition campaigns.
• Create and manage social media content, primarily for LinkedIn and approved platforms.
• Develop posts, graphics, short videos, and educational marketing campaigns.
• Maintain a marketing calendar and track prospecting activity in the CRM.
• Support outreach strategies and improve results.

Skills

Outbound sales

Appointment setting

Lead generation

Prospecting

Interpersonal skills

Communication

Self-motivation

Independent work

Relationship building

Education

College education in marketing or business welcome

Tools

CRM software

LinkedIn

Canva

Email marketing

Job description

Bagully Wealth Management | Golden, Colorado

About the Opportunity:

Bagully Wealth Management is seeking an outgoing, motivated, and personable Business Development & Marketing Associate to help us grow our independent wealth management practice.

We're looking for someone who enjoys connecting with people, is confident on the telephone, and understands how to turn an initial conversation into an opportunity to build a lasting professional relationship.

This position combines outbound prospecting, telephone sales, relationship development, and digital marketing, with a primary focus on identifying prospective clients and scheduling qualified introductory meetings.

While social media and content creation are important parts of the role, this is not primarily a social media content position. We're looking for someone who genuinely enjoys sales, isn't afraid to pick up the phone, and takes satisfaction in developing new business opportunities.

you'll work directly with the owner and financial advisor to help build a consistent, measurable client acquisition program.

What You'll Do:

- Business Development & Telephone Prospecting (Primary Focus)

• Proactively identify and research prospective clients who fit our target market.
• Conduct outbound telephone calls to initiate professional conversations and introduce our services.
• Follow up with prospective clients through telephone, email, LinkedIn, and other approved channels.
• Build rapport, ask thoughtful qualifying questions, and identify opportunities for introductory meetings.
• Schedule qualified appointments with our financial advisor.
• Maintain consistent follow-up with prospects who may not be ready to meet immediately.
• Assist with referral development, networking initiatives, and client acquisition campaigns.

- Social Media & Digital Marketing

• Create and manage professional social media content, primarily for LinkedIn and other approved platforms.
• Develop posts, graphics, short videos, and educational marketing campaigns.
• Help maintain a consistent social media and marketing calendar.
• Use digital marketing to support prospecting efforts and generate opportunities for direct conversations.
• Track prospecting activity, telephone conversations, appointments, and follow-up using our CRM.
• Help develop an organized and repeatable client acquisition process.
• Monitor marketing and prospecting results, identifying opportunities for improvement.
• Work directly with the financial advisor to refine outreach strategies and improve results.

What We're Looking For:

- Required Qualifications

• Previous experience in outbound telephone sales, appointment setting, lead generation, or a similar prospecting role.
• Confidence initiating telephone conversations with people you have not previously met.
• Strong interpersonal skills and the ability to build rapport quickly.
• Excellent written and verbal communication skills.
• Comfortable handling rejection, following up consistently, and maintaining a positive, professional attitude.
• Self-motivated, organized, dependable, and comfortable working independently.
• Ability to communicate professionally with established business owners, professionals, and individuals approaching or enjoying retirement.

- Preferred Qualifications:

• Experience in financial services, professional services, business development, or relationship-based sales.
• Experience with LinkedIn, Canva, CRM software, email marketing, or social media management.
• Familiarity with prospecting strategies and sales pipeline management.
• Interest in financial planning, investing, and wealth management.
• College education in marketing, business, finance, communications, or a related field is welcome but not required.

What Success Looks Like:

We aren't simply looking for more social media followers or marketing impressions. We're looking for someone who can help turn awareness into meaningful conversations and conversations into opportunities.

Success in this role will be measured by the quality and consistency of prospecting efforts, qualified introductory appointments, effective follow-up, and contributions to the firm's new client acquisition efforts.

We value professionalism, persistence, good judgment, and relationship building over high-pressure sales tactics.

Schedule & Work Arrangement:

This position averages approximately 15 hours per week, depending on business needs and scheduling.

During initial training, the employee will work from our Golden, Colorado office at least two days per week, with remaining hours available remotely.

The hybrid arrangement may become more flexible after the first 90 days based on performance, training, and business needs.

Compensation:

• $22 to $27 per hour, depending on experience and qualifications.
• Eligibility for a discretionary quarterly performance bonus of up to 30% of quarterly base wages.
• Opportunity for additional hours and responsibilities as the position develops.

Why Join Bagully Wealth Management?

We're a growing independent wealth management practice built around personalized service and long-term client relationships.

You'll work directly with the firm's owner, have an opportunity to contribute ideas, and play a meaningful role in developing our business.

If you enjoy talking with people, are energized by creating new opportunities, and want to combine sales and marketing in a professional, relationship-driven environment, we'd like to hear from you.

Important: This is a business development and marketing position. The employee will not provide investment advice, recommend investment products, or make financial recommendations. All outreach, communications, and marketing activities must comply with applicable firm and financial-services requirements.