Drake & Associates is an independent financial planning firm dedicated to helping families retire with confidence and clarity. We are known for our integrity, education-first approach, and commitment to delivering an exceptional client experience.
Our culture is built on core values including Ultimate Client Experience, Extreme Ownership, Entrepreneurial Spirit, and Respect the Family. We believe in doing the right thing, supporting one another, and taking pride in the impact we make every day.
About This Opportunity
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.
How You'll Make an Impact
- Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including high-volume outbound calling to warm leads, appointment setting, 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.
What We're Looking For
- Bachelor’s degree preferred
- Comfortable managing a high volume of outbound calls to warm leads while meeting daily activity targets
- 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
Key Traits
- Highly personable with an optimistic outlook on work and life
- Excellent communicator
- Remarkable organizational and prioritization skills, with a meticulous attention to detail
- Goal-driven team player with a result-driven approach
- Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
- Comfortable communicating over phone and in email, leveraging tools like Salesforce,
- Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology
Compensation Structure
This role provides a base salary along with a highly competitive commission structure that rewards strong performance, meaningful results, and contributions to our shared success.
Skills Required
- 2+ years of experience at a financial advisory firm or in a sales role scheduling appointments
- Ability to manage high-volume outbound calls to warm leads while meeting daily activity targets
- Excellent verbal and written communication skills
- Proficiency with Google Suite
- Bachelor's degree
- Salesforce experience
What We Do
Drake & Associates, LLC is a Waukesha, Wisconsin-based SEC-registered investment advisory firm founded by CFP(R) Tony Drake. Since 2002 it has guided thousands of people through retirement planning, offering holistic wealth management, retirement income planning, Social Security strategies, tax minimization, estate and legacy planning, and access to in-house tax and insurance professionals to help clients build and enjoy their dream retirement.
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