Business Development Representative

The Chamberlin Group • St. Louis, MO

25d • $60,000

About The Position

The Chamberlin Group is seeking a Business Development Representative to engage with prospective clients to explain Chamberlin's holistic planning process, answer questions about services, and determine whether the prospective client’s needs are a good fit for Chamberlin’s holistic financial planning process.

We are a small financial planning and tax services firm, located in St. Louis, Missouri, and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.

Requirements

• Customer service, inside sales, or outside sales experience is preferred.
• Financial Services experience is preferred.
• College degree preferred.
• Ability to build a strong rapport with our prospective clients.
• Exceptional interpersonal, client service, and conflict resolution skills.
• Ability to work in a fast-paced, evolving work environment.
• Ability to work independently and collaboratively.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite, Google Suite, HubSpot, Zocks.
• Superior organizational and follow-through skills.
• Excellent attention to detail.

Responsibilities

• Complete inbound and outbound calls with prospective clients who have expressed interest in learning more about Chamberlin through various marketing initiatives.
• Explain and position the unique value proposition of Chamberlin’s holistic financial planning process.
• Answer prospective clients’ questions, provide educational resources, and facilitate informational requests.
• Schedule meetings between qualified, interested prospective clients and Lead Advisors.
• Make phone calls to follow up on missed appointments.
• Attend educational seminars and engage with attendees, schedule prospecting calls, and helping to administer the event.

Benefits

• $60,000 + Bonus Potential
• Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, and 16 Holidays
• 401(k) with 3% company contribution (after 3 months)
• Small, friendly, and fun environment
• Advisors are provided with qualified leads.
• Highly collaborative and supportive work environment.
• Outstanding office space/tech suite.
• Work with clients nationwide.
• Ongoing training/development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees