The Role
The Business Development Representative engages prospective clients, explains services, answers questions, schedules meetings, and attends events for Chamberlin's financial planning services.
Summary Generated by Built In
BUSINESS DEVELOPMENT REPRESENTATIVE
The Chamberlin Group is seeking a Business Development Representative to engage with prospective clients to explain Chamberlin's holistic planning process, answer questions about services, and determine whether the prospective client’s needs are a good fit for Chamberlin’s holistic financial planning process.
We are a small financial planning and tax services firm, located in St. Louis, Missouri, and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Responsibilities
Skills
Full-Time, 40 hours/week
Evening work is required: minimum 2 evenings (8 hours) per month
Compensation & Benefits
The Chamberlin Group is seeking a Business Development Representative to engage with prospective clients to explain Chamberlin's holistic planning process, answer questions about services, and determine whether the prospective client’s needs are a good fit for Chamberlin’s holistic financial planning process.
We are a small financial planning and tax services firm, located in St. Louis, Missouri, and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Responsibilities
- Complete inbound and outbound calls with prospective clients who have expressed interest in learning more about Chamberlin through various marketing initiatives.
- Explain and position the unique value proposition of Chamberlin’s holistic financial planning process.
- Answer prospective clients’ questions, provide educational resources, and facilitate informational requests.
- Schedule meetings between qualified, interested prospective clients and Lead Advisors.
- Make phone calls to follow up on missed appointments.
- Attend educational seminars and engage with attendees, schedule prospecting calls, and helping to administer the event.
- Experience: Customer service, inside sales, or outside sales experience is preferred. Financial Services experience is preferred.
- Education: College degree preferred.
Skills
- Ability to build a strong rapport with our prospective clients.
- Exceptional interpersonal, client service, and conflict resolution skills.
- Ability to work in a fast-paced, evolving work environment.
- Ability to work independently and collaboratively.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite, Google Suite, HubSpot, Zocks.
- Superior organizational and follow-through skills.
- Excellent attention to detail.
Full-Time, 40 hours/week
Evening work is required: minimum 2 evenings (8 hours) per month
Compensation & Benefits
- $60,000 + Bonus Potential
- Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, and 16 Holidays
- 401(k) with 3% company contribution (after 3 months)
- Small, friendly, and fun environment
- Advisors are provided with qualified leads.
- Highly collaborative and supportive work environment.
- Outstanding office space/tech suite.
- Work with clients nationwide.
- Ongoing training/development.
Top Skills
Google Suite
Hubspot
Microsoft Office Suite
Zocks
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The Company
What We Do
The Chamberlin Group is a holistic planning firm that combines the many aspects of managing personal finances into an easy to understand 4 step process. The goal of the firm is to provide a solution to nearly all of our client's financial needs. Please visit http://www.chamberlin-group.com to learn more about our firm. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
