Business Development Specialist

2 months ago


San Diego, United States Vets Hired Full time

About the job Business Development Specialist

What you will do:

  • Targeted calling of end-investors / client leads coming in through financial professionals (FPs) pipeline via LeadEngine program, powered by SmartAsset.
  • Leveraging MarketingCentral via respective FPs profile to set up drip campaigns to nurture leads.
  • Social media research identifying and contacting lead as part of nurture process.
  • Outbound call support for select FPs in LeadEngine program, setting appointments for FP.
  • Create opportunities for FPs by making outbound calls daily as well as taking daily inbound calls from leads.
  • Track activity (daily/monthly/quarterly) and record results against specific goals and metrics.
  • Other duties as assigned.
What you need to have:
  • Innovative self-starter with a strong work ethic
  • Excellent telephone, written and verbal communication skills
  • Recent graduate
  • 1-3 years of experience working within the financial services space or sales experience


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