Business Development Specialist

Business Development Specialist

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Business Development Specialist will primarily focus on driving outbound calling efforts to secure high-volume discovery meetings with financial advisors. This role requires consistent engagement with leads through targeted calling campaigns and digital outreach to generate new business opportunities. The ideal candidate will be results-oriented with exceptional communication skills, a competitive mindset, and a strategic approach to outreach and follow-up.

Key Responsibilities

• Execute over 250 touchpoints weekly through phone calls, emails, and meetings to generate interest in the company's services and drive new business opportunities.
• Utilize tools such as Kixie, Salesforce, HubSpot, and LinkedIn to manage structured lead follow-up cadences and outbound prospecting activity.
• Continuously refine pitches, call scripts, and outreach strategy to improve engagement rates and maximize conversion opportunities.
• Track pipeline activity, document prospect progression, and report on key performance metrics to meet established weekly and monthly KPIs.
• Acquire new Advisor accounts by engaging with leads, nurturing relationships, and converting prospects into clients.
• Support the full sales cycle by partnering with Advisors to help move opportunities through the pipeline and close new business.
• Represent the company at conferences, trade shows, and advisor speaking engagements by staffing booths, networking with attendees, and generating qualified leads.
• Serve as an extension of the business development team during live events by engaging crowds and identifying new relationship opportunities.
• Host Advisors visiting headquarters and coordinate meetings, scheduling, presentations, and in-office logistics to ensure professional client experience.
• Maintain accurate prospect records, business development activity, and follow-up documentation within CRM systems to support pipeline visibility and reporting.

Must-Have Qualifications

Industry Experience

• Minimum of 2 years of outbound sales experience (preferred).

Background and Experience:

• 2+ years of experience in outbound sales, business development, lead generation, or client acquisition roles.
• Proven success managing high-volume outbound activity and consistently driving pipeline growth through calls, email outreach, and follow-up cadence.
• Experience converting prospects into qualified opportunities, appointments, or closed business.
• Financial services, wealth management, insurance, or other highly relationship-driven sales experience preferred.

Technology Expertise:

• Microsoft Office Suite proficiency
• Experience utilizing CRM platforms and sales enablement tools such as Salesforce, HubSpot, Kixie, or similar systems

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift 20 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.