Business Development Representative

We’re looking for a motivated and people-focused Business Development Representative (BDR) to join our growing team. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and is excited to help drive new business opportunities.

About the Role You’ll be a key part of our outreach efforts—connecting with prospective clients, following up with leads, and helping schedule qualified appointments.

Responsibilities

Connect with prospective clients through phone, email, and text outreach

Follow up with inbound leads and re-engage past prospects

Schedule qualified appointments and manage ongoing communication

Track outreach activity and maintain accurate CRM notes

Support marketing initiatives through event follow-up and campaign engagement

Attend select educational events as an on-site team representative in Greenville & Clemson, SC & Asheville, NC

Collaborate closely with advisors, operations, and marketing to ensure a strong client experience

Qualifications

Strong communication skills and professional phone presence

Organized, proactive, and goal-driven

Comfortable with outreach and relationship-building

CRM experience is a plus

Prior sales, customer service, or business development experience preferred

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