Business Development Specialist
Gatewood Wealth Solutions
St. Louis, missouri
As a Level One Business Development Specialist (BDS), your primary goal will be to engage leads, schedule Discovery Meetings, and provide support during the sales process. This role is ideal for a driven individual with 2+ years of sales experience in financial services, eager to make an impact in the wealth management industry by focusing on “speed to lead” (contacting leads as quickly as possible, within one hour of receipt) and supporting the wealth management team in prospect conversion.
Key Responsibilities:
- Lead Qualification & Outreach:
Quickly engage with leads, ensuring they are properly qualified and scheduling Discovery Meetings for Wealth Advisors. Prompt follow-up is crucial to success in this role. - Client Conversion Support:
Act as second chair to the Wealth Advisor in Discovery and Solutions Meetings with Prospects, helping facilitate the client’s journey from...