Business Development Representative
Posted on March 28, 2026 by The Chamberlin Group
- St. Louis, United States of America
- $nan - $nan
- Full Time
BUSINESS DEVELOPMENT REPRESENTATIVE
The Chamberlin Group is seeking a Business Development Representative to engage with prospective clients to explain Chamberlin's holistic planning process, answer questions about services, and determine whether the prospective client’s needs are a good fit for Chamberlin’s holistic financial planning process.
We are a small financial planning and tax services firm, located in St. Louis, Missouri, and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Responsibilities
The Chamberlin Group is seeking a Business Development Representative to engage with prospective clients to explain Chamberlin's holistic planning process, answer questions about services, and determine whether the prospective client’s needs are a good fit for Chamberlin’s holistic financial planning process.
We are a small financial planning and tax services firm, located in St. Louis, Missouri, and serving clients nationwide since 2002. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
Responsibilities
- Complete inbound and outbound calls with prospective clients who have expressed interest in learning more about Chamberlin through various marketing initiatives.
- Explain and position the unique value proposition of Chamberlin’s holistic financial planning process.
- Answer prospective clients’ questions, provide educational resources, and facilitate informational requests.
- Schedule meetings between qualified, interested prospective clients and Lead Advisors.
- Make phone calls to follow up on missed appointments.
- Attend educational seminars and engage with attendees, schedule prospecting calls, and helping to administer the event.
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Education/Experience
- Experience: Customer service, inside sales, or outside sales experience is preferred. Financial Services experience is preferred.
- Education: College degree preferred.
Skills
- Ability to build a strong rapport with our prospective clients.
- Exceptional interpersonal, client service, and conflict resolution skills.
- Ability to work in a fast-paced, evolving work environment.
- Ability to work independently and collaboratively.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite, Google Suite, HubSpot, Zocks.
- Superior organizational and follow-through skills.
- Excellent attention to detail.
Full-Time, 40 hours/week
Evening work is required: minimum 2 evenings (8 hours) per month
Compensation & Benefits
- $60,000 + Bonus Potential
- Medical, Dental, Vision, 15 Days of Vacation, 10 Days of Sick Leave, and 16 Holidays
- 401(k) with 3% company contribution (after 3 months)
- Small, friendly, and fun environment
- Advisors are provided with qualified leads.
- Highly collaborative and supportive work environment.
- Outstanding office space/tech suite.
- Work with clients nationwide.
- Ongoing training/development.
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Advertised until:
April 27, 2026
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