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Business Development Coordinator
Retire SMART LLC
Omaha, NE
Category
Marketing
Apply for Job
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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