Business Development Specialist
About The Position
What you will do: Targeted calling of end-investors / client leads coming in through financial professionalsâ (FPâs) pipeline via LeadEngine program, powered by SmartAsset. Leveraging MarketingCentral via respective FPâs profile to set up drip campaigns to nurture leads. Social media research identifying and contacting lead as part of nurture process. Outbound call support for select FPs in LeadEngine program, setting appointments for FP. Create opportunities for FPs by making outbound calls daily as well as taking daily inbound calls from leads. Track activity (daily/monthly/quarterly) and record results against specific goals and metrics. Other duties as assigned. What you need to have: Innovative self-starter with a strong work ethic Excellent telephone, written and verbal communication skills Recent graduate 1-3 years of experience working within the financial services space or sales experience
Requirements
- Innovative self-starter with a strong work ethic
- Excellent telephone, written and verbal communication skills
- Recent graduate
- 1-3 years of experience working within the financial services space or sales experience
Responsibilities
- Targeted calling of end-investors / client leads coming in through financial professionalsâ (FPâs) pipeline via LeadEngine program, powered by SmartAsset.
- Leveraging MarketingCentral via respective FPâs profile to set up drip campaigns to nurture leads.
- Social media research identifying and contacting lead as part of nurture process.
- Outbound call support for select FPs in LeadEngine program, setting appointments for FP.
- Create opportunities for FPs by making outbound calls daily as well as taking daily inbound calls from leads.
- Track activity (daily/monthly/quarterly) and record results against specific goals and metrics.
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
