Business Development Representative

Magellan Financial & Insurance Services, Inc.; Cincinnati (OH); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A prominent financial services firm in Cincinnati seeks a Director of Acquisitions to convert inbound inquiries into appointments and manage advisor schedules effectively. The ideal candidate has a strong background in appointment setting and lead generation, especially in financial services. This role offers a base salary range of $40,000 to $80,000 annually, plus bonuses for exceeding targets.

Qualifications

• At least one year of proven success in a role centered on appointment setting or inside sales.
• Confident, professional communication style with rapport building in objections.
• Ability to thrive in a high-volume, metrics-driven environment.

Responsibilities

• Convert inbound inquiries into confirmed appointments for the advisory team.
• Execute disciplined outbound calling strategy to warm prospects.
• Master qualification by confirming retirement timeline and financial context.
• Manage scheduling, confirmations, and logistics for client experience.
• Maintain accurate records in CRM and meet weekly targets for appointments.

Skills

Appointment setting

Lead generation

Professional communication

Time management

CRM proficiency

Tools

CRM systems

Power-dialer tools

Calendly (online scheduling)

Job description

Director of Acquisitions | Talent, M&A, Special Projects

Stop wasting your talent on cold, dead-end lists. Imagine a role where the leads are not just warm—they’re generated from high‑credibility TV and radio programs, where your primary job isn’t chasing ghosts, but converting engaged prospects who already know our name and trust our message into qualified appointments.

At Omega Wealth Private Capital, we’ve built a robust marketing engine designed for one purpose: to fill your pipeline. We’re a fiercely independent wealth advisory firm that has become a trusted resource for retirees across the region. Now, we need a disciplined, high‑energy operator to be the crucial link between our marketing reach and our advisors’ calendars.

This is not a typical call center gig. You are the engine of our growth. Your professionalism, persistence, and skill directly determine how many families we can help secure their retirements. You will master a proven process, work with a team that values precision, and see the direct impact of your performance every single day.

Responsibilities

• Convert high‑quality, inbound inquiries from our TV, radio, digital, and live event channels into confirmed first appointments for our advisory team.
• Execute a disciplined outbound calling strategy to our database of warm prospects, using firm‑approved scripting and professional objection handling.
• Master the art of qualification, identifying high‑fit prospects by confirming their retirement timeline, financial context, and primary concerns.
• Command multiple advisor calendars with precision, managing scheduling, confirmations, and pre‑meeting logistics to ensure a seamless client experience.
• Maintain immaculate records in our CRM, ensuring all data is accurate, compliant, and actionable for both sales and marketing.
• Drive the firm’s revenue goals by meeting and exceeding weekly targets for set and kept appointments, protecting our show‑rate through methodical follow‑up.

Required Qualifications

• Experience: At least one year of proven success in a role centered on appointment setting, lead generation, or inside sales.
• Phone Command: A confident, professional, and clear communication style with the ability to build rapport and handle objections with maturity.
• Discipline: The ability to thrive in a high‑volume, metrics‑driven environment, managing your time and tasks with extreme organization.
• Tech Acumen: Proficiency with CRM systems for data entry and task management, along with experience coordinating schedules.
• Integrity: An unwavering commitment to compliant communication practices and respect for client privacy.

Preferred Qualifications

• Industry Exposure: Previous experience in financial services, particularly retirement planning, annuities, or wealth management.
• Lead Conversion: A background converting leads generated from media (TV/radio) or educational events.
• Systems Experience: Familiarity with power‑dialer tools and online scheduling platforms like Calendly.

If you are a competitive, coachable, and resilient professional who is ready to make a quantifiable impact at a market‑leading firm, we want to hear from you.

Apply now to take the next step.

Pay

Base pay range: $40,000.00/yr – $80,000.00/yr

Additional compensation: Annual Bonus