Business Development Coordinator

Retire SMART LLC
Omaha, NE
Category Marketing
Job Description
Join Our Dynamic Team as a Business Development Coordinator! As a Business Development Coordinator, you will play a key role in driving sustainable growth for the firm by identifying new market opportunities, coordinating outreach for financial advisors, and enhancing the overall client experience.

Requirements

  • Conduct market research to identify and connect with high-net-worth prospects via telephone, networking and digital platforms
  • Make outbound calls daily to prospective clients to introduce our products and services
  • Accurately input and record all interactions, including calls, emails and appointments in the CRM system to ensure proper workflows
  • Serve as primary point of contact for prospect inquiries and initial consultation scheduling
  • Assist with event coordination and community networking events
  • Collaborate with marketing and advisory teams to ensure successful and consistent prospect experience

Benefits

  • Comprehensive medical
  • Dental
  • Vision
  • 401(k) plans (with matching options)
  • PTO Package
  • Continuous Development Opportunities
  • Charitable Giving Participation
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