Business Development Executive
Join Our Mission: To empower every person to build a healthy, confident relationship with money—so they can live freely, give generously, and live each day with peace of mind.
Do you love building deep relationships and taking care of people over the long haul?
We do, too.
As a championship team, we believe that teamwork, trust, and shared goals are everything. Our clients will tell you that every interaction, relationship, and retirement plan is built on collaboration and excellence—the same mindset that drives how we treat our team. If you thrive in a fast-paced, client-focused environment and love serving people well (without having to “sell” or close new business), we’d love to meet you.
Who We Are
We are an independent advisory firm that values building strong, lasting relationships with our clients. As fiduciaries, we help create better financial outcomes by carefully analyzing options, understanding the numbers, and eliminating emotional decision-making.
We walk with our clients through every season of life, especially the transition into and through retirement. We pride ourselves on a culture of extreme ownership, genuine care, and doing the right thing even when no one is watching—the same principles that define a great team both on and off the field.
Your Everyday Superpowers – A People-Person Position!
Putting client needs first is deeply rooted in our culture and at the core of everything we do. As a Business Development Executive, you will play a crucial role in ensuring our advisors’ schedules are consistently filled with qualified appointments. This role requires a strong, detail-oriented professional who excels in communication, organization, and client engagement.
Key Responsibilities:
Outbound & Inbound Calls
Contact prospective clients to introduce our services and schedule appointments.
Handle inbound calls, answering inquiries and directing them to the appropriate team member.
Conduct follow-up calls to confirm appointments and gather necessary details.
Appointment Scheduling & Management
Coordinate appointment times that work for both clients and advisors.
Utilize scheduling software and CRM systems to log and track appointments.
Send reminders to clients and reschedule as necessary.
Lead Qualification & Follow-Ups
Assess potential clients to ensure they meet our criteria.
Document interactions and update records in our database.
Follow up on previous conversations to maintain engagement and answer questions.
Client Communication & Support
Provide clear, professional explanations of our services.
Handle rescheduling, cancellations, and special client requests with efficiency.
Ensure a seamless experience by proactively addressing client concerns.
Performance & Compliance
Meet or exceed appointment-setting goals and quotas.
Adhere to legal guidelines, including data privacy and Do Not Call regulations.
Maintain professionalism and uphold BAM’s core values in every client interaction.
Your Qualifications
Strong organizational skills and attention to detail
Excellent communication skills, both verbal and written
Ability to build relationships and instill trust with clients
Self-motivated and process-driven with a proactive mindset
Experience working in a fast-paced environment with strong follow-through
Ability to prioritize tasks and meet deadlines effectively
Prior experience in sales, telemarketing, or client-facing roles preferred
Proficiency in CRM/database management and Microsoft Office tools
Industry knowledge is a plus
Insurance licensing and/or Series 65 preferred
Why Join BAM?
Culture-Driven Environment: Be part of a team that values authenticity, trust, and extreme ownership.
Growth & Development: Opportunities to develop skills in client relations and financial services.
Impactful Work: Help individuals gain clarity and control over their financial future.
Competitive Compensation & Benefits:
Fully paid health and dental for yourself (no vision)
401k Plan
4-day epic pass
Team Experiences
