
Business Development Assistant
6 hours ago
Job Opportunity
We are seeking a highly skilled Virtual Assistant to provide administrative support. The ideal candidate will have excellent communication skills and be proficient in CRM systems.
About the Role
The client specializes in retirement income planning, focusing on helping clients build lifetime income streams that protect against risk and keep pace with inflation.
As a family run advisory firm, they combine financial, legal, and tax expertise under one roof to deliver comprehensive advice with full cost transparency.
They need a marketing assistant who can support their efforts with outbound calls to schedule discovery calls with prospective business executives.
Key Responsibilities
- Make outbound calls to business owners to introduce services and generate interest.
- Deliver compelling value propositions in a natural, conversational tone.
- Schedule discovery calls for interested prospects on the client's calendar.
- Use Apollo CRM to manage contact lists, track interactions, and run email outreach sequences.
- Follow up with prospects via phone and email to maintain engagement.
- Record detailed call notes and track progress toward outreach and appointment-setting goals.
- Confidently address objections or concerns raised by business owners.
- Work closely with the client to refine scripts, messaging, and outreach strategy.
Requirements
- Excellent conversational English with a neutral or minimal accent.
- Prior experience in outbound sales, telemarketing, or business development.
- Proficiency with CRM systems (Apollo CRM experience preferred).
- Strong interpersonal and rapport-building skills.
- Confident in handling challenging conversations while remaining professional.
- Self-motivated and results-driven.
- Able to work U.S. Eastern Time business hours.
Organized, detail-oriented, and flexible in a fast-paced environment.
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