Growth-Focused Business Development Associate (Wealth)

Liberty Group; Concord (CA); Vor Ort; USD 50.000 - 90.000; Vollzeit

Zusammenfassung

Liberty Wealth Management in California seeks a proactive Business Development Associate to convert prospects into booked meetings and support new business initiatives across tax planning, estate planning, and wealth management.

You will manage outreach via phone, email, and text, maintain accurate notes, and keep CRM and tracking tools up to date while coordinating with advisors and the marketing team.

Qualifikationen

• Friendly, client service-oriented personality.
• Ability to multitask.
• Highly responsive mindset.
• Excellent attention to detail and accuracy.
• Ability to prioritize tasks and manage time.
• Experience speaking with business prospects over the phone.
• Proficiency with Outlook, Microsoft Word, and Microsoft Excel
• Understanding of CRM and tracking tools, along with general sales aptitude.

Aufgaben

• Convert prospects into booked leads on advisors’ calendars using phone skills, email skills, and text message.
• Take detailed notes about prospects; distribute & collect the Liberty Group Questionnaire prior to the booked meeting.
• Transition the completed questionnaire to the appropriate advisor and/or team.
• Consistently engage various aspects of new business plans and timelines until leads are fully transitioned over to advisors and teams.
• Consistently attempt to reschedule meeting cancellations prior to sending the lead back to marketing.
• Manage reschedule requests on advisors’ calendars.
• Input all required new business leads and subsequent information into the CRM and new business tracking spreadsheets.
• Manage all new business leads' workflows to ensure timely completion.
• Help identify rescheduling and cancellation trends and work with Marketing and Sales on responses.
• Work with the Business Development Manager to improve the efficiency and success of our process.
• Transition appropriate leads into Drip campaign and label them within CRM.
• Support KNBR radio show leads by converting Saturday incoming leads.
• Assist with welcoming guests and general office maintenance matters as needed.

Kenntnisse

Phone outreach

CRM software

Outlook

Microsoft Word

Microsoft Excel

Attention to detail

Time management

Lead follow-up

Multitasking

Communication skills

Tools

CRM software

Tracking tools

Jobbeschreibung

Liberty Wealth Management in California seeks a proactive Business Development Associate to convert prospects into booked meetings and support new business initiatives across tax planning, estate planning, and wealth management.

You will manage outreach via phone, email, and text, maintain accurate notes, and keep CRM and tracking tools up to date while coordinating with advisors and the marketing team.