Business Development Representative

St Louis, MO
Full Time
Mid Level
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
  • 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.
E
Education/Experience
  • 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.
Hours
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)
Key Differentiators for The Chamberlin Group
  • 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.
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