Business Development Representative

Phase Financial is a Wealth Management firm located in Clayton, MO. Our team focuses on planning and execution of complex and market‑leading strategies to secure financial peace of mind for clients located across the country. Our dedicated team of advisors and associates strives to make every step of the planning process as easy and stress‑free as possible. Our client’s financial well‑being is our top priority, and every day is a new opportunity to create a lasting impression for those we serve.

The Business Development Rep is a pivotal sales development role with Phase Financial. The primary function Governo the role is to use targeted lists to contact leads and set meetings in warm markets. Using proven sales strategies and techniques, the BDR will function as a full‑time dialer for the sales team and will be descubre a quota of kept appointments.hlobo The work involved with setting appointments will include using feedlists and other avenues to email, phone and text leads.

The BDR is technology savvy and can learn systems and processes to track work and ensure appointments are correctly assigned and prepared. The BDR is results‑driven, self‑motivated, and growth‑oriented, adept at handling rejection and able to learn and apply sales strategies quickly and pivot when needed.

• Qualify leads based on predefined criteria to identify strong prospects
• Make outbound calls and send emails to connect with potential clients
• Schedule appointments between potential clients and the sales team
• Maintain accurate records of all interactions unmittel CRM system
• Follow up with leads to nurture ongoing interest
• Collaborate with the sales team to refine outreach strategies
• S Report metrics such as calls made and appointments set and kept

• Preferred:
  Life and Health insurance license

• Previous experience in sales, telemarketing, or appointment setting is required
• Excellent communication and interpersonal skills.
• Strong organizational skills to manage multiple leads effectively
• Self‑motivated and able to work independently in a remote or office setting
• A positive attitude and resilience in overcoming challenges

• Excellent interpersonal communication skills
• Extremely driven and goal oriented
• Ability to maintain effective working relationships with clients and team members
• Flexible, adaptable, and capable of managing workloads through change

• Industry licensing and continuing education expensesەر
• Health, Vision, and Dental Insurance

Entry level

Full-time

Sales and Business Development