Business Development Coordinator

Drake & AssociatesWaukesha, WI
13d$40,000 - $60,000Onsite

About The Position

The Business Development Coordinator will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshop/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and can build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.

Requirements

  • Bachelor’s degree preferred
  • 2+ years’ experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company
  • Excellent communication skills; both verbal and written
  • Proficient with Google Suite
  • Experience with Salesforce preferred, but not required

Responsibilities

  • Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email
  • Leverage the brand’s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide
  • Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
  • Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule
  • Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments.
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