Business Development Representative

ExchangeRight Real Estate; California; Remote; USD 60,000 - 85,000; Full time

Job summary

ExchangeRight Real Estate is seeking a remote, full-time Business Development Representative to drive high-volume outbound prospecting in the financial services sector. You will generate and qualify opportunities, conduct extensive outreach, and manage CRM records while targeting broker-dealers, RIAs, and financial professionals.

Schedule meetings for External Wholesalers and support regional sales strategies to grow the pipeline.

Qualifications

• Active FINRA licenses (Series 7 and 63) or equivalent industry experience.
• Excellent verbal and written communication skills.
• Analytical ability to tailor communications using data.
• Strong time management and multi-tasking capability.
• Ability to identify business drivers within target markets.

Responsibilities

• Manage inbound and outbound sales activity and outreach.
• Research and identify key decision-makers in target firms.
• Maintain CRM/database records with prospects and activities.
• Schedule meetings for External Wholesalers to prospects.
• Support regional sales strategies and pipeline growth.
• Collaborate with internal teams to drive opportunities.
• Track sales metrics and campaign activity.
• Follow up on leads and nurture prospective partners.
• Maintain consistent communication with prospects and partners.

Skills

Active FINRA Licenses (Series 7 & 63)

Verbal & written communication

Data analysis

Time management

Identify business drivers

Job description

ExchangeRight and our affiliates’ vertically integrated platform features more than $7.4 billion in assets under management that are diversified across over 1,400 properties, and 28 million square feet throughout 47 states, as of April 30, 2026. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight’s inception.Specializing in net-leased portfolios backed by investment-grade corporations, ExchangeRight serves nationwide investors with assets concentrated in necessity-based retail and healthcare industries. Learn more about the company's mission to empower financial security, freedom, and generosity at www.exchangeright.com.

Role Description

This is a full-time, remote position as a Business Development Representative. The individual will focus on high-volume outbound prospecting, lead generation, and relationship building within the financial services industry to identify and qualify new business opportunities. Daily responsibilities include managing inbound and outbound sales activity, conducting extensive outreach (including outbound calls), researching, and maintaining CRM/database records, and identifying key decision-makers within target broker-dealers, RIAs, and financial professionals. The role involves scheduling meetings for External Wholesalers, supporting regional sales strategies, and collaborating with internal teams to drive pipeline growth and meet organizational sales goals. Additional responsibilities include tracking sales metrics, following up on leads and campaign activity, and maintaining consistent communication with prospective and existing partners.

Qualifications

• Active FINRA Licenses (Series 7 and 63) or industry experience is required
• Excellent verbal and written communication skills
• Proficient at analyzing data to tailor communications
• Strong time management and the ability to manage multiple activities efficiently
• Ability to identify business drivers within target markets