Now Hiring - Fullerton Financial Planning - Business Development Representative in Tempe, AZ

Full description of the position

Join a Team That Makes a Difference At Fullerton Financial Planning , our mission is to help individuals and families pursue financial confidence through trusted relationships and exceptional service. Guided by our core value, "Faith Is Our Foundation," we are committed to creating a positive workplace where employees are encouraged to grow professionally, make a meaningful impact, and build rewarding careers. We're looking for an energetic, motivated Business Development Representative (BDR) to generate qualified appointments for our Financial Advisors through proactive outreach and community engagement. If you enjoy connecting with people, thrive in a goal-oriented environment, and are driven by results, we'd love to meet you!

What You'll Do

• Make 100+ outbound calls and send targeted emails each day to prospective clients.
• Qualify leads and schedule appointments for our Financial Advisors.
• Attend evening seminars and client events to assist with appointment scheduling and follow-up.
• Build rapport with prospective clients while introducing our services in a professional, consultative manner.
• Maintain accurate records of all prospect interactions in Salesforce CRM.
• Meet or exceed weekly and monthly performance goals for outreach and appointments.
• Participate in ongoing training to strengthen your sales skills and product knowledge. What We're Looking For
• 02 years of sales, customer service, business development, or related experience.
• Outstanding communication and interpersonal skills.
• Confidence making outbound calls and handling objections professionally.
• Highly organized with excellent time management skills.
• Self-motivated, coachable, and driven to achieve goals.
• Entrepreneurial mindset with a positive attitude.
• Experience using CRM software is preferred. Bonus Points If You Have
• Experience with LinkedIn Sales Navigator or similar prospecting tools.
• Knowledge of sales pipelines and lead management.
• The ability to work both independently and collaboratively. What We Offer
• Competitive base salary plus uncapped commission and bonus opportunities.
• Comprehensive benefits package, including health insurance, 401(k), and paid time off.
• Opportunities for career advancement.
• A collaborative, team-focused culture that values integrity, service, and personal growth.
• The opportunity to make a meaningful impact by helping connect individuals and families with financial professionals who can improve their financial future. Schedule: Full-time. Evening availability is required to support seminars and client events throughout the month. If you're passionate about building relationships, motivated by achieving goals, and ready to grow your career with an organization that invests in its people, we encourage you to apply today! Pay: $45,000.00 - $50,000.00 per year

Benefits

:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Vision insurance Work Location: In person