Business Development Representative

Job Purpose: To connect with prospective clients, qualify them for a Strategy Session, and schedule consultations with the Advisor team. This role involves active listening, gathering information, and scheduling Strategy Sessions without cold calling. Key Responsibilities: Client Interaction: Contact highly qualified prospective clients and gather necessary information for consultations. Schedule prospects for Strategy Sessions with the Advisor team (bonus paid based on the number of bookings). Actively listen to prospects, qualify them, and engage in professional conversations. Answer returned calls and promptly respond to all voicemail messages within 24 hours. Data Management: Log all call details into Salesforce. Provide detailed notes from the qualifying call for Advisors to facilitate consultations. Send confirmation emails to every prospect scheduled for a Strategy Session. Email and Communication: Manage email responses effectively, ensuring follow-up and follow-through. Efficiency Goals: Dial at least 60 prospects per day with a goal of scheduling 7-12 consultations per day. Competencies: Integrity: Understands and adheres to ethical standards and company policies. Reports unethical behavior to supervisors. Maintains confidentiality with minimal supervision. Accountability: Takes responsibility for assigned tasks and seeks guidance when necessary. Acknowledges mistakes and learns from them. Customer Focused: Responds to client inquiries with professionalism. Demonstrates a helpful and friendly attitude. Time Management / Organization: Manages time and tasks efficiently. Completes tasks within established deadlines. Communication: Communicates clearly and effectively. Actively listens and uses basic communication tools (email, phone, etc.). Teamwork: Works cooperatively with others on assigned tasks. Shares information and participates in team activities. Self-Motivated: Demonstrates enthusiasm and initiative. Seeks opportunities for personal development. Required Qualifications: High school diploma. Proficiency in G Suite (Gmail, Calendar, Drive, Docs, and Sheets). Strong listening, phone etiquette, and grammar skills. Self-motivated, goal-oriented, and coachable. Excellent time management and attention to detail. Preferred Qualifications: Bachelor’s degree preferred. Experience with a professional services company is a benefit. Performance Metrics: Client Satisfaction: Measured by client feedback and satisfaction survey results. Efficiency: Timely completion of scheduling tasks and accurate CRM updates. Communication: Responsiveness to client communication and effective collaboration with team members. Process Improvement: Implementation of best practices and continuous improvement initiatives.