Duell Financial Strategies is a growing financial planning firm dedicated to helping hardworking individuals and families prepare for retirement with confidence.
We're looking for a motivated, personable Director of Business Development to be the first point of contact for prospective clients. This is a new position created as a result of our growth, and you'll work closely with our Director of Marketing to help turn interested prospects into scheduled appointments.
This is not cold calling . Every person you'll speak with has already interacted with our firm through our TV and Radio shows, educational workshops, website, social media, referrals, or other marketing efforts. Your role is to connect with them, understand their needs, determine if they're a good fit, and schedule them for an in-person appointment with one of our advisors.
What You'll Do
- Answer incoming calls from prospective clients.
- Qualify and schedule appointments with our advisors.
- Follow up with warm leads who haven't yet scheduled.
- Build trust through friendly, professional conversations.
- Maintain accurate CRM notes and follow-up activity.
- Meet appointment booking and appointment-held goals.
Who We're Looking For
We're looking for someone who:
- Loves talking to people and is comfortable on the phone throughout the day.
- Is friendly, personable, and communicates with genuine Midwest hospitality.
- Can build trust without sounding pushy or salesy.
- Is self-motivated, goal-oriented, and driven by performance.
- Wants to earn more by producing more.
We believe this role is about helping people , not selling them. Prospective clients should feel like they're talking with someone who genuinely wants to help—not someone trying to make a sale.
Compensation
- Competitive base pay
- Performance bonuses based on appointments booked and held
- Strong earning potential
- Opportunity to grow with a rapidly expanding company
Why Join Duell Financial Strategies?
You’ll join a firm with a strong marketing engine that consistently generates warm, qualified leads. You won’t be expected to cold call or find your own prospects.
As this is a brand-new role, you’ll have the opportunity to help shape the position while making a meaningful impact on the firm’s continued growth.
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