Business Development Coordinator

Join Our Dynamic Team as a Business Development Coordinator!

As a Business Development Coordinator, you will play a key role in driving sustainable growth for the firm by identifying new market opportunities, coordinating outreach for financial advisors, and enhancing the overall client experience. Rather than relying on cold calls, you will engage with prospective clients who have demonstrated interest through various marketing channels, such as workshops, webinars, radio & TV ads, social media, website inquiries, and YouTube videos.

The ideal candidate is a skilled communicator with a positive attitude, persistence, and confidence. You will excel at building relationships and providing thoughtful follow-up over phone, email, and text, ensuring each lead feels comfortable and respected. Your efforts help connect interested prospects with our advisory team and foster ongoing growth and satisfaction within our client community.

What You’ll Do:

• Conduct market research to identify and connect with high-net-worth prospects via telephone, networking and digital platforms
• Make outbound calls daily to prospective clients to introduce our products and services
• Accurately input and record all interactions, including calls, emails and appointments in the CRM system to ensure proper workflows
• Serve as primary point of contact for prospect inquiries and initial consultation scheduling
• Assist with event coordination and community networking events
• Collaborate with marketing and advisory teams to ensure successful and consistent prospect experience

Experience You’ll Bring:

• Two years of experience in sales, business development, or client service preferably within the financial services or insurance sectors
• Proficient with Microsoft suite (Outlook, Excel, OneDrive, Teams), preferred but not required

What you’ll get:

• Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options).  

• Generous PTO Package: Enjoy a balanced work-life schedule.  

• Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development.  

• Charitable Giving Participation: Be a part of our commitment to making a difference in the community.  

• Team-Centric Environment: Join a collaborative team dedicated to our core motto: “Do the right thing, for the right reason, at the right time.”  

 General Physical Requirements: 

• Ability to sit for extended periods of time 

• Ability to walk short distances within the office 

• Ability to lift & carry up to 50lbs 

• Ability to reach above and below shoulder level to access items or equipment 

Who We Are:
  

Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients’ financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.    

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.   

If you’re ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.