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 Specialist 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.