Outbound Business Development Representative

Drive growth with Optimize as an Outbound Business Development Representative focused on cold calling financial advisors. Leverage your sales skills to expand our Advisor Platform network and book meetings.

We're seeking a motivated wholesaler to enhance our Business Development team. This role emphasizes high-volume calls, building relationships, and nurturing prospective leads. You'll collaborate with colleagues to refine messaging and achieve team targets while maintaining detailed records of interactions.

Key Responsibilities:

• Make high-volume outbound calls to financial advisors nationwide

• Engage prospects to build rapport and generate interest

• Follow up diligently with warm leads to progress through the pipeline

• Capture prospect information accurately in the CRM

• Collaborate with the team to refine conversion strategies

Requirements:

• 2+ years sales or financial services outreach experience

• Proven cold calling and engagement skills

• Track record of meeting outbound targets

• Proficiency with CRM tools

• Organized, motivated, and resilient

Bring your sales drive and relationship-building skills to Optimize’s dynamic team.
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