Business Development Specialist

Impact Partners Financial offers an on-site, Houston, TX role designed for relationship-building and meaningful outcomes. The position pays $55,000 to $64,999 per year and comes with a benefits package that includes a 401(k) with matching, health insurance, and paid time off. As a Business Development Specialist, you will be the first voice prospects hear, focused on filling advisor calendars with qualified warm prospects, nurturing connections through pre-appointment outreach, and maintaining a clean, current CRM. This is a collaborative environment that supports marketing initiatives and occasionally assists advisors at satellite offices.

Overview

You are the initial touchpoint for many prospects, and your work sets the stage for productive engagements. A year from now, success looks like advisor calendars that stay full, a healthy pipeline of warm prospects who know you by name, a CRM that remains clean and up to date, and a higher show rate driven by thoughtful pre-appointment outreach. This role is strictly relationship-based and phone-driven, not a call center or cold-dial position.

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Responsibilities

• Own the calendar: keep advisor calendars filled with qualified prospect appointments, and manage every reschedule, cancellation, and no-show with prompt follow-up
• Make pre-event calls: reach registered attendees before seminars and events to introduce yourself, answer questions, and build early rapport
• Work warm leads: follow up after events and with inbound leads from TV, digital campaigns, and referrals to nurture interest and book appointments
• Qualify: screen incoming leads daily across our channels and prioritize the best opportunities
• Keep the CRM current: log every call, note, and appointment so nothing falls through the cracks
• Collaborate: partner with the marketing team on follow-up strategy, and occasionally support advisors at satellite offices

Requirements

• Minimum 2 years of phone-based sales, appointment setting, or inside sales experience
• Proven sales or appointment-setting experience — confident and persuasive on the phone
• Excellent verbal and written communication; warm, professional, and patient with an older clientele
• Strong organization and attention to detail; you follow up without being reminded
• Comfortable working independently in a fast-paced office
• Proficiency with Office 365 (Word, Excel, PowerPoint); high school diploma or equivalent

Technologies

• Office 365
• Redtail
• HubSpot

Application Questions

• Do you have at least 2 years of phone-based sales, appointment setting, or inside sales experience?
• This position is fully on-site at our Houston office, Monday–Friday. Are you able to work on-site full-time?
• Are you comfortable making 60+ outbound calls per day to warm leads?
• Briefly describe a role where you booked appointments or sold over the phone. What were you selling, and roughly how many calls did you make per day?
• A prospect attended one of our retirement seminars but hesitates to book a meeting, saying 'I need to think about it.' In 2–3 sentences, what would you say next?