Summary:
McAdam seeks a client-focused Business Development Representative to support the Firm’s Company Based Marketing (CBM) initiative. This role is integral to bringing in new business by speaking with seminar and workshop prospects, qualifying them, and setting them for appointments with our Vice Presidents. The ideal candidate for this position will have experience in a business development or sales role setting appointments and taking notes over the phone; be an effective communicator; and be organized, adaptable, and energetic.
Requirements:
- Bachelor’s Degree
- 1-2+ years of phone sales experience
- 1-2+ years of client relations experience
- Proficiency in Microsoft 365 (Outlook, Excel, SharePoint, etc.)
- High technological literacy
- Flexible availability (Normal business hours and some early evenings when necessary)
- Ability to be coachable and apply instruction
- Ability to thrive in pressure situations
- Ability to work from a remote location
- Ability to follow through on tasks as assigned
- Ability to be a part of a team and collaborate regularly
Necessary Skills:
- Excellent communication
- Outstanding interpersonal communication
- Enthusiasm for interacting with prospects over the phone
- Versatile communication style for diverse prospects
- Quick, detailed, and accurate notetaking
- Sales acumen in IA, SDS, and life sales
- High critical thinking to identify what “the sale” is on a phone call
- Strong discernment to identify red flags or issues from prospects
- Keen analysis to translate prospect needs into impactful notes
- Effective appointment setting
- Business/client development
- Strong organization
- Outstanding interpersonal communication
- Adaptable to schedule changes and shifting priorities
Responsibilities
- Conduct 15-minute phone calls from company events to schedule prospects for first meetings
- Confirm first meetings with prospects and get statements for the meetings
- Follow up with first meeting no-shows for feedback and rescheduling
- Transcribe all sales-related data into the coverage calendar and pre-sales tracker
- Use data and social skills to project what prospects will likely yield the highest results
- Log information from all 15-minute calls for data tracking
- Assist with other marketing streams as assigned
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Shift:
- Day shift
- Evening shift
- Morning shift
Supplemental Pay:
Education:
Experience:
- Client facing: 3 years (Required)
- Appointment scheduling: 3 years (Required)
Work Location: Remote
