Business Development Representative
wellMadison, WI
Business Development Representative
wellMadison, WISenior L5
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
Telemarketing Bureaus and Other Contact CentersPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)We’re hiring a Business Development Representative on behalf of our client - a growing independent wealth management firm. The Business Development Representative will play a pivotal role in supporting the firm’s continued growth by setting, qualifying, and confirming first appointments between prospective clients and the sales team. For many prospects, this will be their very first conversation with the firm. The ideal candidate is a polished, high-energy phone professional who makes a strong first impression and keeps a prospect’s excitement high all the way through to the meeting. The firm helps retirees and pre-retirees with retirement income, tax planning, and estate planning, and much of its new-client growth comes from educational workshops and dinner seminars, which puts this role right at the front of the growth engine.
Core Responsibilities:
- Serve as the first point of contact for many prospects, creating a warm, professional first impression of the firm
- Confirm and qualify first appointments booked at dinner seminars and educational workshops, reaffirming each prospect’s interest in continuing the process
- Manage the confirmationprocess so every prospect receives all touchpoints, including phone calls, calendar invites, voicemails, texts, and Zoom links
- Pass key qualifying and prospect information to the sales team to maximize the chance each prospect becomes a client
- Call warm leads from drip campaigns to book first appointments
- Make manual follow-up calls to event attendees
- Keep prospect excitementhigh from the first conversation through to the meeting
- Act as a bridge between prospects and the sales team to drive alignment and smooth handoffs
Candidate Profile
Must-Haves:
- Experience making 50 or more business development calls per day
- Some financial advising or wealth management industry experience involving business development
- Ability to qualify a prospect while building genuine excitement for the upcoming meeting
- PreferredSecurities or insurancelicensing preferred but not required
Compensation and Benefits:
- Base salary of $65,000 Quarterly performance bonusof up to $2,500 per quarter, based on KPIsWork Environment and Culture
- This is a full time, remote role
- Our client is a growing, advisor-led firm with multiple offices, where the team works closely together to turn first conversations into lasting client relationships.
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Level
Senior L5
Location
Madison, WI
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Telemarketing Bureaus and Other Contact Centers
Posted
today