Business Development Coordinator

Cruz Investments & Wealth Management is an independent financial planning firm dedicated to helping families retire with the 5 areas they need going into retirement. We are known for our integrity, education-first approach, and commitment to delivering an exceptional client experience.

Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
Our culture is built on core values including Ultimate Client Experience, Extreme Ownership, Entrepreneurial Spirit, and Respect the Family. We believe in doing the right thing, supporting one another, and taking pride in the impact we make every day.
About This Opportunity
The Business Development Coordinator will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshop/seminars, webinars, radio ads, Future TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, and be persistent and confident. They will have excellent follow-up skills and can build relationships over phone, email, and text, while never making the lead feel uncomfortable or pressured.
Compensation: $40,000/yr plus commissionThis role offers a base salary of $40,000 and a competitive commission structure that rewards strong performance, meaningful results, and contributions to our shared success.
How You'll Make an ImpactImplement and assist in the creation of contact strategies to keep open leads engaged with the brand, including high-volume outbound calling to warm leads, appointment setting, confirmations, and event reminders, leveraging both phone and emailLeverage the brand’s content library, including TV and Radio show content, YouTube videos, podcasts, editorial, webinars, whitepapers, and the like, to continue conversations with open leads that convey the long-term value that the brand can provideFollow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessaryAssist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedulePossess an awareness of upcoming events, content releases, and other marketing strategies, and leverage these events to convert leads into appointments
What We're Looking ForBachelor’s degree preferredComfortable managing a high volume of outbound calls to warm leads while meeting daily activity targets2+ years’ experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a companyExcellent communication skills; both xzbcwsv verbal and writtenExperience with CRM systems preferred, but not required
Key TraitsHighly personable with an optimistic outlook on work and lifeExcellent communicatorRemarkable organizational and prioritization skills, with a meticulous attention to detailGoal-driven team player with a results-driven approachSuperior aptitude in innovation and problem-solving PLUS meticulous attention to detailComfortable communicating over phone and email, leveraging tools like Redtail CRMCalendar scheduling, auto-dialers, SMS platforms, and similar technology
Featured benefitsMedical insurance, Vision Discount Plan, Dental insurance, Simple IRA, 6 weeks paid maternity leave, 6 weeks paid paternity leave, 4 weeks PTO, Birthday off, Comp Time, Team Lunches, Paid Licensing, Daily Team Huddles, Free Books, and Advanced Training.