Business Development Representative

4 weeks ago

Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full time

Unlock Your Potential as a Business Development Representative at Magellan Financial & Insurance Services, Inc.

Are you looking for a challenging opportunity where you can make a meaningful impact? Magellan Financial & Insurance Services, Inc. is seeking enthusiastic individuals to join our team as a Business Development Representative. We are not just a financial advisory firm—we are a growing company with a passion for helping clients navigate their financial journeys with confidence.

Compensation: $60,000 - $70,000 + Bonuses, Commissions, etc.

About the Role:

As a Business Development Representative, you'll play a vital role in our client experience, acting as the welcoming voice for prospective clients. You will engage with leads who may have gone cold and be an introduction point to Magellan Financial & Insurance Services, Inc. This is more than just a scheduling role—you'll be actively calling out to prospects and converting them into clients

Key Responsibilities:

  • Engage with prospective clients from various lead generation channels.
  • Accurately gather and enter client information into our systems.
  • Provide a welcoming and professional first point of contact for new clients.
  • Coordinate appointments between potential clients and our financial advisors.
  • Support a collaborative and friendly team environment.

What We're Looking For:

  • Exceptional communication skills—friendly, personable, and professional on the phone.
  • Strong attention to detail and accuracy when handling client information.
  • Ability to work independently and as part of a team.
  • A self-starter with a positive, can-do attitude.
  • Previous experience in customer service or a client-facing role is a plus.

Why Join Magellan Financial & Insurance Services, Inc.?

At Magellan Financial & Insurance Services, Inc., we don't just care about our clients—we care about our team. By joining us, you'll have the opportunity to grow within a supportive, high-energy environment where your contributions truly matter. We offer continuous learning opportunities and a path for career advancement, all while working in a collaborative team atmosphere that values your input.

  • Career Growth: Be part of a fast-growing firm with ample opportunities to advance.
  • Team Environment: We foster a positive, inclusive workplace where every voice is valued.
  • Impactful Work: Help people achieve their financial goals and feel secure about their financial future.

Location: This is an on-site position located in Anaheim, CA. Remote work is not available for this role.

Take the first step toward an exciting and rewarding career with Magellan Financial & Insurance Services, Inc. We are an equal opportunity employer committed to creating a diverse and inclusive workplace.

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