Note: The job is a remote job and is open to candidates in USA. ExchangeRight is a real estate investment company serving nationwide investors through net-leased portfolios and financial products. The Business Development Representative will conduct high-volume outbound prospecting, generate and qualify leads, build relationships with financial services professionals, manage CRM records, schedule meetings for External Wholesalers, and support sales pipeline growth.
Responsibilities
- The individual will focus on high-volume outbound prospecting, lead generation, and relationship building within the financial services industry to identify and qualify new business opportunities
- Daily responsibilities include managing inbound and outbound sales activity, conducting extensive outreach (including outbound calls), researching, and maintaining CRM/database records, and identifying key decision-makers within target broker-dealers, RIAs, and financial professionals
- The role involves scheduling meetings for External Wholesalers, supporting regional sales strategies, and collaborating with internal teams to drive pipeline growth and meet organizational sales goals
- Additional responsibilities include tracking sales metrics, following up on leads and campaign activity, and maintaining consistent communication with prospective and existing partners
Skills
- Active FINRA Licenses (Series 7 and 63) or industry experience is required
- Excellent verbal and written communication skills
- Proficient at analyzing data to tailor communications
- Strong time management and the ability to manage multiple activities efficiently
- Ability to identify business drivers within target markets
Benefits
- Full-time remote position
Company Overview