Business Development Consultant
Core
Generate interest and schedule meetings with external financial advisors through high-volume outbound calling and product education.
Role type
Business Development Consultant (Outbound Sales)
Builds
Appointment pipeline for external sales representatives
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
outbound calling, prospect qualification, CRM management, product education, performance target achievement
Preferred skills
relationship management, sales experience, financial product knowledge, time management, self-motivation
Technologies
CRM systems, Microsoft Office
Responsibilities
Make 60+ outbound calls daily to financial advisors, educate advisors on company products, qualify prospects and schedule meetings, maintain accurate call and contact records, collaborate with sales team for handoff, achieve targets for contacts, appointments, show rates, and new producers
Seniority
Individual Contributor