Fullerton Financial Planning is looking for a Business Development Representative to drive qualified appointments for Financial Advisors through outbound outreach and events. This on-site role in Scottsdale, AZ focuses on proactive outreach, lead qualification, appointment scheduling, and meticulous CRM record-keeping to hit performance targets. The position offers a salary of USD 45,000 - 50,000 per year.

Responsibilities

Conduct 100+ outbound calls daily and send targeted emails to prospective clients.
Evaluate leads and arrange appointments for Financial Advisors.
Participate in evening seminars and client events to help with scheduling and follow-up.
Establish rapport with prospects while presenting services in a professional, consultative manner.
Maintain precise records of all prospect interactions in Salesforce CRM.
Meet or surpass weekly and monthly targets for outreach and appointment setting.
Engage in ongoing training to improve sales skills and product knowledge.

Requirements

0–2 years of experience in sales, customer service, business development, or related fields.
Strong verbal and interpersonal communication skills.
Comfort making outbound calls and handling objections professionally.
Highly organized with excellent time-management skills.
Self-motivated, coachable, and goal-oriented.
Entrepreneurial mindset with a positive attitude.

Technologies

Salesforce CRM
LinkedIn Sales Navigator

Benefits

401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Vision insurance

Bonus Points If You Have

Experience with LinkedIn Sales Navigator or similar prospecting tools.
Knowledge of sales pipelines and lead management.
Ability to work both independently and collaboratively.

Schedule

Full-time. Evening availability is required to support seminars and client events throughout the month.

Business Development Representative