Business Development Coordinator

About the Role

Join to apply for the Business Development Coordinator role at Drake & Associates, LLC

At Drake & Associates, we’re not looking for the average or the expected. We’re looking for THE EXCEPTION. Thank you for your interest in making an impact with us. This opportunity plays a meaningful role in supporting our mission and delivering the ultimate client experience, and our hiring process reflects that. Please take a moment to watch our video and learn why we approach hiring with such intention.

Drake & Associates:
Make an Impact!

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, You Tube 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.

• Implement, and assist in the creation of, contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email
• Leverage the brand’s content library, including TV and Radio show content, You Tube videos, podcast, editorial, webinar, white paper 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.

• Bachelor’s degree preferred
• 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

• 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

• Entry level

• Full-time

• Business Development and Sales