Business Developer
Core
High-ticket sales role focusing on selling Passive Income Lab and PIOS workshops to pre-qualified leads interested in the Infinite Banking Concept and financial freedom.
Role type
Senior IC business developer (high-ticket sales)
Builds
Sales pipeline for financial education workshops
Domain
Personal finance / Wealth management / Infinite Banking Concept
Deliverable
client delivery
Required skills
High-ticket closing, outbound/inbound appointment setting, financial diagnosis, emotional intelligence, CRM discipline, pipeline ownership
Preferred skills
Whole life insurance knowledge, real estate investing experience, passive income experience
Technologies
Zoom, CRM systems
Responsibilities
Make outbound calls to set appointments, take inbound appointments, diagnose client financial needs, close high-ticket workshop sales, update CRM in real time
Seniority
Senior, hands-on IC