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Business Development Representative

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Business Development Representative

Business Development Representative (BDR) – Colorado, Utah, Illinois, Oregon, Kansas, California

Remote, United States | 1099 Independent contractor | Hourly plus performance incentives


The company

Our client helps everyday people build long-term wealth through income-producing investments, without needing to become full-time investors themselves. Rather than chasing quick transactions, they act as a long-term advisor to clients, from first-time buyers to seasoned investors growing large portfolios, and that approach drives a steady flow of repeat and referral business. They offer education and consultative conversations instead of hard-sell pitches, and build lasting relationships where success is measured by doing right by the client.

The role

As a Business Development Representative, you'll be the first point of contact for prospective investors. You'll connect with warm and inbound leads, learn about their goals, pre-qualify them, and schedule strategy sessions with our senior Investment Strategists. This role suits a self-directed sales professional who enjoys meaningful conversations and wants the flexibility of remote work with real upside tied to results. There are opportunities for continued professional growth and expanded scope of work.

What you'll do

  • Reach out to warm leads, inbound inquiries, webinar attendees and existing contacts by phone, text, email and social channels.

  • Hold discovery conversations to understand each prospect's goals, budget, available capital and timeline.

  • Book qualified strategy sessions directly onto team calendars.

  • Build rapport quickly and address early hesitations thoughtfully, helping prospects see the value of a strategy conversation.

  • Log activities, notes and outcomes in the CRM and keep your pipeline accurate from first inquiry to booked session.

  • Run structured follow-up and confirmation sequences to maximize show rates.

  • Work toward monthly goals for outreach, conversations and completed strategy sessions.


What we're looking for

  • A proven track record of inside sales or other phone-based sales role, ideally remote.

  • A working understanding of investing concepts such as cash flow, passive income and equity growth - familiarity with real estate investing is a strong asset.

  • Excellent verbal and written communication, strong listening skills and a confident, professional manner.

  • Self-motivation, discipline and strong time management in a remote environment.

  • Comfort with Google Workspace, VoIP systems and CRM tools (HubSpot preferred).

  • Strong attention to detail and the ability to manage competing priorities in a fast-paced setting.

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