Financial Advisory Lead Nurturer & Appointment Specialist

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Drake & Associates, LLC in Milwaukee is seeking a Business Development Coordinator to enhance client engagement through proactive communication. The ideal candidate will excel in managing warm leads, making outbound calls, and scheduling appointments, all while fostering relationships.

This role offers a base salary complemented by a competitive commission structure that rewards high performance, ensuring growth for both you and the brand.

Qualifications

• 2+ years’ experience in a Financial Advisory firm or Sales role.
• Comfortable with high volume outbound calls.
• Remarkable organizational and prioritization skills.

Responsibilities

• Implement contact strategies for engaging leads.
• Manage calendars and schedule appointments.
• Follow up with prospective clients during peak hours.

Skills

Excellent communication skills

Outbound calling

Organizational skills

Problem-solving skills

Proficiency in Google Suite

Experience with Salesforce

Tools

Salesforce

Google Suite

Job description

Drake & Associates, LLC in Milwaukee is seeking a Business Development Coordinator to enhance client engagement through proactive communication. The ideal candidate will excel in managing warm leads, making outbound calls, and scheduling appointments, all while fostering relationships.

This role offers a base salary complemented by a competitive commission structure that rewards high performance, ensuring growth for both you and the brand.