Good Life Companies · 1 day ago
Business Development Representative
Celebration, FL
Full-time
Onsite
Entry, Mid Level
2+ years expGood Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors. The Business Development Representative is responsible for generating and qualifying Financial Advisor leads to support the Business Development team and drive new advisor affiliations.
Asset ManagementFinancial Services
Responsibilities
Maintain accurate and up-to-date Salesforce records, including lead status, next steps, and timelines, to ensure efficient pipeline management
Perform daily CRM updates to support deal flow, monitor pipeline health, and identify areas for improvement
Enforce stage definitions and Service Level Agreements (SLAs) to ensure timely progression of leads through the recruitment pipeline
Develop and review dashboards to track key metrics such as funnel health, conversion rates, and activity levels
Analyze pipeline data to identify trends, flag high-potential prospects, and provide actionable insights to leadership
Collaborate with ORFS and internal teams to refine reporting processes and align on performance metrics
Manage calendars, prepare meeting briefs, and coordinate resources to support Regional Directors in prospective engagements
Document meeting notes, key takeaways, and follow-up actions to ensure productive advisor conversations
Provide logistical support for home office visits, including scheduling, preparation of materials, and follow-up communication
Collaborate with cross-functional teams, including Legal, Compliance, Operations, and Finance, to resolve deal blockers and advance deals to completion
Partner with Regional Directors to manage tasks, next steps, and follow-ups for active deals, ensuring alignment and timely execution
Act as a central point of contact for internal stakeholders to facilitate smooth recruitment processes
Conduct proactive outreach via phone, email, and LinkedIn to generate and qualify leads from ORFS’s MQLS, internal recruiters, and other sources
Build rapport with prospects, effectively communicate the value of the Good Life platform, and tailor messaging to their unique business needs
Execute approximately 100 outreach activities daily, including cold calls, emails, and social media engagement, to maintain a robust pipeline
Qualify leads to ensure alignment with Good Life’s target advisor profile, prioritizing high-potential prospects for further engagement
Serve as the primary liaison with ORFS, fostering strong partnerships and providing regular feedback on lead performance
Collaborate with ORFS and internal recruiters to ensure a seamless transition of qualified leads into the recruitment pipeline
Schedule and coordinate meetings between qualified prospects and Regional Directors, ensuring alignment with team priorities
Leverage insights from ORFS’s MQLS and other data sources to design and execute targeted outreach campaigns
Build relationships with key decision-makers and employ innovative prospecting techniques, such as social media outreach and networking events, to expand the pipeline
Continuously evaluate and refine lead qualification criteria, outreach strategies, and pipeline management processes to improve efficiency and conversion rates
Identify and address bottlenecks in the lead generation process, recommending actionable solutions to leadership
Document and share best practices for lead management, meeting coordination, and prospect engagement to ensure consistency and scalability
Maintain accurate, up-to-date interaction records in Salesforce, including lead status, follow-ups, and conversion data
Host advisors during home office visits; address questions regarding offerings, services, and support
Prepare presenters and internal teams for home office visits by communicating advisor needs and key opportunities
Stay current on industry trends, competitor offerings, and regulatory changes affecting Financial Advisors
Provide insights to leadership regarding competitive activity and recruiting strategies
Educate internal departments on recruiting processes to foster alignment and partnership
Proactively source advisors through referrals, networking, databases, and creative research methods
Collaborate effectively with cross-functional internal teams
Perform other duties as assigned
Qualification
Required
2-5 years required in sales operations, recruiting coordination, or similar pipeline/CRM role (within financial services a plus)
Proficiency required with CRM (e.g., Salesforce/HubSpot), Excel/Sheets (pivot tables, lookups), and basic dashboarding
Preferred
Bachelor's degree in business, finance, or related field of study preferred
2+ years supporting or working as a financial advisor preferred
Company
Good Life Companies
Our mission is to help more Americans and business owners achieve their version of the Good Life.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Conor Delaney, CEO
Founder & Chief Executive Officer
Lee Alcorn
Chief Financial Officer
Recent News
2025-10-30
Company data provided by crunchbase