Business Development Coordinator

About the role

Drake & Associates is seeking a Business Development Coordinator to engage warm leads generated through various marketing funnels such as webinars, radio and TV ads, social media, and website inquiries. The role focuses on building relationships via phone, email, and text without pressuring prospects, and supports the advisors’ appointment schedules.

Key responsibilities

• Execute high‑volume outbound calling to warm leads, set appointments, confirm meetings, and send event reminders.
• Leverage the company’s content library—including TV/radio shows, YouTube videos, podcasts, webinars, and whitepapers—to nurture leads and convey long‑term value.
• Follow up with prospective clients during peak hours, including evenings and weekends when needed.
• Assist in managing advisors’ calendars by scheduling first appointments aligned with their availability.
• Stay informed about upcoming events and content releases, using them to convert leads into appointments.

Required profile

• Bachelor’s degree preferred.
• Comfortable handling a high volume of outbound calls to warm leads while meeting daily activity targets.
• 2+ years of experience in a financial advisory firm or a sales role focused on appointment setting.
• Excellent verbal and written communication skills.
• Proficiency with Google Suite.
• Experience with Salesforce is a plus.

Required skills

• Google Suite
• Salesforce

What we offer

• Base salary.
• Highly competitive commission structure rewarding strong performance.