Business Development Representative

Company Description Dawson Private Wealth is a faith-based financial advisory practice that strives to serve clients with integrity, viewing its work as stewardship and emphasizing strong values in every interaction. The firm is committed to delivering thoughtful financial guidance and responsive, high-quality service so clients receive sound advice and timely support. Dawson Private Wealth partners with Raymond James Financial Services, Inc. for securities and Raymond James Financial Services Advisors, Inc. for investment advisory services, while remaining an independent entity. Applicants can expect a values-driven environment focused on helping clients achieve their financial goals in alignment with their personal beliefs and long-term objectives. Role Description The Business Development Representative is a part-time, on-site role based in Allen, TX. This team member will focus on generating new business opportunities through outbound calling, email outreach, and networking, while nurturing relationships with prospective and existing clients. Daily responsibilities include identifying qualified leads, scheduling meetings for advisors, maintaining accurate records in CRM systems, and following up on marketing campaigns and referrals. The role also involves collaborating with the advisory team to understand client needs, communicating the firm’s value proposition, and supporting client events or workshops as needed. Success in this role depends on consistent outreach, professional communication, and a strong commitment to client service in a values-oriented environment. Qualifications Ability to perform Inside Sales and Lead Generation activities, including outreach, prospecting, and follow-up. Strong Sales and Business Development skills to identify opportunities, build relationships, and support revenue growth. Excellent Communication skills, both verbal and written, with a professional, client-focused demeanor. Comfort working with CRM or contact management systems and basic office software (e.g., Microsoft Office or Google Workspace). Demonstrated integrity, reliability, and alignment with a values-driven, client-service-focused environment. Prior experience in financial services, professional services, or a similar client-facing role is preferred. Degree in business, finance, or a related field is preferred. Compensation This position offers a competitive base salary along with a performance-based bonus structure, with total compensation commensurate with experience and qualifications. #J-18808-Ljbffr Dawson Private Wealth