Business Development Specialist

Sales Enablement Opportunity in Financial Services / Wealth Management

Business Development Specialist

Location(s):      Accepting qualified candidates in all locations and remotely



As a Business Development Specialist (BDS) at Advisor Group, you will be responsible for identifying and helping to develop strategic relationships with key prospects. Through research, cold calling, emailing, and social selling, the Business Development Specialist aims to generate high quality sales leads and assist Sales with developing a strong pipeline of new business opportunities.  Our Business Development Specialists work collaboratively across Marketing, Operations and Sales to fill the sales funnel with valuable sales opportunities and convert those opportunities to sales wins.  


  • Building and sustaining consultative selling skills, AG capabilities expertise, AG competitive positioning strategies, and general financial services industry knowledge.
  • Articulating Advisor Group’s value proposition and the benefits of the full suite of AG capabilities across the wealth management firms.
  • Using multiple channels including phone call, Zoom, email, and social networks, engage key prospects, identify qualified sales leads and set meetings for the external recruiters in the wealth management firms.
  • Execute on monthly prospecting campaigns using the campaign toolkits.
  • Utilizing consultative selling skills, stimulate the interest of prospects through engaging content and storytelling, and uncover pain points through thoughtful discovery questions.
  • Assess the needs of prospects and match the needs with the capabilities of the wealth management firms.
  • Gather key information such as phone numbers, websites and emails and track in Salesforce.
  • Source leads from multiple channels and develop a consistent and measurable lead management process.
  • Become a super-user of Salesforce by creating lists, tracking all sales activities, documenting information, and managing leads, contacts, accounts, and opportunities.
  • In partnership with the external recruiters and business intelligence, regularly fine-tune targeting criteria.
  • Proactively follow-up with recruiters to ensure meetings are conducted on-time and to gather information about next steps.
  • Assist recruiters with pipeline management by monitoring meeting and opportunity activity.
  • Participate in 1:1s with team leads to manage pipeline health, better understand target markets, firm capabilities, lead quality and funnel needs.
  • All other duties as assigned. 

Education Requirements:

  • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • Minimum 3 years of experience in a B2B sales, or complex retail sales. Financial services experience is a plus.
  • Excellent written and oral communications
  • Excellent customer service motivation and abilities
  • Self-Motivated, possesses good problem-solving skills
  • Ability to multi-task and work requests to completion
  • Candidate must demonstrate strong willingness to learn
  • Ability to execute tasks in a timely manner

Preferred Requirements:

  • FINRA Series 6/7, 66 (or 63/65) licenses preferred    
  • Experience in Wealth Management, Financial Services, FinTech space
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.