Business Development Coordinator

The Business Development Coordinator will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshop/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and can build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.

Key Traits

• Highly personable with an optimistic outlook on work and life
• Excellent communicator
• Remarkable organizational and prioritization skills, with a meticulous attention to detail
• Goal-driven team player with a result-driven approach
• Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
• Comfortable communicating over phone and in email, leveraging tools like Salesforce,
• Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology
  
  

Position Responsibilities

• Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email
• Leverage the brand’s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide
• Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
• Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule
• Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments.
  
  

Minimum Requirements

• Bachelor’s degree preferred
• 2 years’ experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company
• Excellent communication skills; both verbal and written
• Proficient with Google Suite
• Experience with Salesforce preferred, but not required