Retirement Plan BDR: Drive Qualified Meetings

LoVasco; Detroit (MI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical insurance including Health SAV

401(k) plan and company match

Employer-paid short/long-term disabled

Generous paid time off

Volunteer days with local charity

Team building events and outings

Job summary

LoVasco, based in Detroit, seeks a Business Development Representative to build the top of the funnel for retirement plan consulting. You will generate qualified first meetings, build targeted prospect lists, and hand warm opportunities to consultants in a high-volume outbound role.

You will maintain CRM/Asana data, coordinate with consultants, and advance outreach to drive attendance of planned meetings and renewals, with a clear path to growth within the consulting track.

Qualifications

• Bachelor's degree in business administration, communications, marketing, finance, or a related field.
• Two or more years of outbound prospecting, inside sales, business development, or appointment-setting experience, ideally in a professional services, insurance, or financial services environment.
• Demonstrated track record of hitting activity and meeting-set targets.
• Comfort with CRM and sales enablement tools; experience with Salesforce is a plus.
• Securities licensing is not required to start. Candidates interested in pursuing the Series 7 and 66 will be.

Responsibilities

• Outbound Prospecting: daily outreach to plan sponsors and decision-makers by phone, email, and LinkedIn.
• Target List Development: build/maintain prioritized prospect lists in our CRM.
• Appointment Setting: secure first meetings and confirm they hold.
• Meeting Preparation: prepare a short pre-meeting brief for the assigned consultant.
• Nurture and Follow-Up: own long-cycle follow-up until renewal or RFP window opens.
• Networking Channel: represent LoVasco in industry associations and centers of influence.
• Pipeline Hygiene: maintain accurate activity data in Salesforce and Asana.

Skills

Outbound prospecting

Inside sales

Appointment setting

CRM experience (Salesforce)

Communication skills

Goal oriented

Education

Bachelor's degree in business/communications/marketing/finance or related field

Tools

Salesforce

Asana

LinkedIn

Job description

LoVasco, based in Detroit, seeks a Business Development Representative to build the top of the funnel for retirement plan consulting. You will generate qualified first meetings, build targeted prospect lists, and hand warm opportunities to consultants in a high-volume outbound role.

You will maintain CRM/Asana data, coordinate with consultants, and advance outreach to drive attendance of planned meetings and renewals, with a clear path to growth within the consulting track.