Sullivan Financial Partners · 5 days ago
Business Development Strategist
Southlake, TX
Full-time
Onsite
Entry Level
$50K/yr - $50K/yr
1+ years expSullivan Financial Partners is a retirement-focused financial advisory firm dedicated to providing clarity and confidence to their clients. They are seeking a Business Development Strategist to connect warm prospects with their advisory team and help schedule discovery meetings, focusing on building meaningful client relationships.
Financial Services
Responsibilities
Make outbound calls daily to prospects who have attended events, been referred to the firm, or expressed interest in planning services
Initiate engaging conversations that build trust, spark curiosity, and lead to qualified discovery meetings
Confidently work through hesitations and objections with professionalism and empathy, guiding prospects toward clarity and next steps
Track activity, follow-ups, outcomes, and scheduled meetings accurately in the CRM
Maintain consistent follow-up cadence to ensure no interested prospect falls through the cracks
Collaborate with marketing and advisors to ensure strong lead quality, messaging alignment, and timely follow-up
Attend all firm-hosted dinner seminars and marketing events to support guest experience and engagement
Assist with on-site engagement, answering questions and helping identify interested prospects for follow-up
Partner with the marketing team to ensure smooth event execution and strong post-event conversion
Enter and maintain leads, notes, and follow-up activity in the CRM with accuracy
Maintain clean data to support reporting on event and outreach effectiveness
Support leadership and advisors with projects related to business development and client engagement
Qualification
Required
A natural conversationalist who genuinely enjoys talking to people
Confident and resilient — able to work through objections without taking them personally
1+ years of experience in business development, outbound calling, client engagement, or similar high-communication roles
Self-motivated, organized, and driven by results
Excellent verbal communication and listening skills
Comfortable spending a majority of the day on the phone
Aligned with our mission of helping people live intentionally and build meaningful futures
Eager to grow with a firm that values development, purpose, and impact
Benefits
Medical, dental, and vision coverage
401(k) retirement plan
Unlimited PTO and paid holidays
Quarterly team-building events
Quarterly community volunteer events
Supportive, collaborative culture focused on growth and purpose
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Sullivan Financial Partners
Empowering confident retirements through clarity, leadership, and purpose.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase