Arcadia Financial Careers

Business Development Specialist - Sales

Base salary + commission.

Job description


This role will be the primary scheduler and appointment setter for the firm. you will play a crucial role in assisting the admin and service team with various needs.

Primary purpose of position is to consistently fill our 3 advisors’ schedules with qualified appointments. This is achieved by scheduling face to face appointments based on qualified leads and seminar overflow. Another objective of this role is to respond in a timely fashion to each lead from various sources, as well as handle follow up with our Tier 1 clients.

HOURS: 8:30am – 5pm with a 30-minute lunch break



  1. Set qualified appointments to fill Advisors calendars
  2. Call, schedule, and follow-up with prospects for appointments from seminars and events
  3. Record notes from every prospective client conversation in the Redtail database
  4. Call qualified Tier 1 clients to “check-in” to ensure they are happy and well served
  5. Follow script for all call scenarios
  6. Input prospects and keep database/CRM program up-to-date
  7. When necessary, help assist in Preparation of the Client Experience for prospect/client mtgs, greet and welcome guests
  8. Guide clients in appropriate direction when they call in or make request: keep them happy
  9. Pre-qualify leads signed up to attend seminars



  1. Manage and follow-up with all radio leads using scripts and workflow process established
  2. Workshop call backs for those who are interested in attending an upcoming event



  1. Attend and Service Seminar/Workshops as needed: set up, appt scheduling and mingle with prospects to help answer questions and promote AFG
  2. Attend client events as needed and get to know our clients


Knowledge, Skills & Abilities:

  • Ability to motivate prospects to set appointments
  • Ability to prioritize projects and manage time
  • Attention to detail and accuracy
  • Results driven
  • Consistent follow-through
  • Excellent communication skills, both written and oral
  • Demonstrates persistence to achieve quality
  • Need a strong appreciation of the importance of completing tasks on deadline
  • Proficient phone skills
  • Command of the English language and grammar
  • Experience working in a fast-paced environment
  • Working knowledge of computers and software
  • Ability to multi-task


Minimum Requirements:

  • Prior sales or telemarketing experience
  • Ability to learn new software quickly
  • Industry knowledge
  • Desire to work on the phone building relationships with clients for extended amounts of time


Personal Skills:

  • Desire to build relationships with people
  • Pleasant disposition
  • Highly organized
  • Ability to adapt quickly to changes
  • Team Player


Work Location:

  • One location


Work Remotely

  • No


Job Type: Full-time


  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance



  • 8 hour shift
  • Day shift
  • Monday to Friday


Supplemental pay types:

  • Bonus pay
  • Commission pay



  • Sales: 1 year (Preferred)
  • Client Relationship: 1 year (Preferred)



  • Driver’s License (Preferred)


Work Location: One location

About Arcadia Financial Group

Our Culture:

  • We believe in a strong work ethic in a fun and collaborative office culture
  • Collaboration is what makes a healthy team
  • We believe work life balance is important and strive to ensure a healthy balance between work and home for all team members

Our Mission Statement:

Challenging you to fearlessly live like every day is Saturday.

Our Core Values:

  • Always do the right thing
  • It takes a little more to be a champion
  • We are a SEAL team
  • Make every client experience special and shareworthy

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