
Remote Business Development Representative
1 day ago
About this Role:
The client focuses on helping individuals create lifetime income streams that are protected against risk, keep pace with inflation, and contribute to a meaningful family or community legacy.
They assess each individual's current situation through detailed financial, tax, and legal analysis. They then identify any gaps or opportunities and provide clear guidance.
This can include advising to engage or being transparent about limitations.
The client combines financial, legal, and tax expertise under one roof, allowing them to deliver comprehensive advice with full cost transparency.
They offer a trust-driven alternative to larger firms.
The client is now focusing their efforts on providing financial services for small business owners & their employees.
In keeping with this, they need a marketing assistant who can support these 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 CRM software 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.
Qualifications & Skills:
- Excellent conversational English with a neutral or minimal accent.
- Prior experience in outbound sales, telemarketing, or business development.
- Proficiency with CRM systems.
- 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.
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