Business Development Representative at The… · St Louis

Summary: The Chamberlin Group is a small financial planning and tax services firm located in St. Louis, Missouri, serving clients nationwide since 2002. They are seeking a Business Development Representative to engage with prospective clients, explain their holistic financial planning process, and schedule meetings with Lead Advisors. Responsibilities: - Complete inbound and outbound calls with prospective clients who have expressed interest in learning more about Chamberlin through various marketing initiatives - Explain and position the unique value proposition of Chamberlin’s holistic financial planning process - Answer prospective clients’ questions, provide educational resources, and facilitate informational requests - Schedule meetings between qualified, interested prospective clients and Lead Advisors - Make phone calls to follow up on missed appointments - Attend educational seminars and engage with attendees, schedule prospecting calls, and helping to administer the event Required Qualifications: - Customer service, inside sales, or outside sales experience - Ability to build a strong rapport with prospective clients - Exceptional interpersonal, client service, and conflict resolution skills - Ability to work in a fast-paced, evolving work environment - Ability to work independently and collaboratively - Strong written and verbal communication skills - Proficiency in Microsoft Office Suite, Google Suite, HubSpot, Zocks - Superior organizational and follow-through skills - Excellent attention to detail Preferred Qualifications: - Financial Services experience - College degree Required Skills: Microsoft Office Suite, Google Suite, HubSpot, Zocks, Client service Benefits: Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, 16 Holidays, 401(k) with 3% company contribution (after 3 months)