Business Development Representative responsible for generating leads for RPAG's retirement plan services. Engaging with sales team and managing outreach efforts from the Las Vegas, NV office.
Responsibilities
Conduct outbound prospecting via email, phone, and social channels.
Qualify inbound leads and schedule discovery meetings for sales executives.
Understand and communicate the value of RPAG’s platform and services.
Manage CRM data and maintain accurate records of outreach and engagement.
Collaborate with marketing on lead generation campaigns and follow-up.
Engage with leads from events such as webinars and industry conferences.
Provide regular feedback to the team on lead quality and outreach performance.
Research target markets and identify new outreach opportunities.
Represent RPAG and Great Gray in a professional and client-focused manner.
Requirements
Bachelors degree and 1 to 3 years of experience in sales, business development, client engagement asset/investment management, or retirement services.
Strong communication and interpersonal skills.
Experience using CRM platforms such as Salesforce.
Self-motivated and comfortable working independently and in a fast-paced environment.
Knowledge of the retirement or financial services industry is a plus.
Strong organizational skills and attention to detail.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
Comfortable navigating ambiguity.
Entrepreneurial mindset to bring best practice ideas to the team.
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