Business Development Specialist

What you will do:

• Targeted calling of end-investors / client leads coming in through financial professionalsâ (FPâs) pipeline via LeadEngine program, powered by SmartAsset.
• Leveraging MarketingCentral via respective FPâs profile to set up drip campaigns to nurture leads.
• Social media research identifying and contacting lead as part of nurture process.
• Outbound call support for select FPs in LeadEngine program, setting appointments for FP.
• Create opportunities for FPs by making outbound calls daily as well as taking daily inbound calls from leads.
• Track activity (daily/monthly/quarterly) and record results against specific goals and metrics.
• Other duties as assigned.

What you need to have:

• Innovative self-starter with a strong work ethic
• Excellent telephone, written and verbal communication skills
• Recent graduate
• 1-3 years of experience working within the financial services space or sales experience