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.