Job Description

Is working with people you want to do life with important to you? It is to us, too.

As a family firm, we believe that family is everything. Our clients will tell you that every single interaction, relationship, and retirement plan is built on the foundation of a family – and the same goes with how we treat our team. So, If you thrive in a fast-paced, client-focused environment and want to make an impact, we’d love to hear from you.

Who are we?

We are an independent advisory firm that values building strong relationships with our clients. As fiduciaries, we help create better financial outcomes by carefully analyzing options, understanding the numbers, and eliminating emotional decision-making.

We’re looking for a full-time Hybrid Phone caller & appointment setter to be the newest addition to our family. Competitive compensation, fully paid healthcare, and PTO are just a few of the many benefits we offer our employees.

Your Everyday Superpowers – A People-Person Position!

Putting client needs first is deeply rooted in our culture and at the core of everything we do. As a Business Development Executive, you will play a crucial role in ensuring our advisors’ schedules are consistently filled with qualified appointments. This role requires a strong, detail-oriented professional who excels in communication, organization, and client engagement.

Key Responsibilities:

Outbound & Inbound Calls:

• Contact prospective clients to introduce our services and schedule appointments.
• Handle inbound calls, answering inquiries and directing them to the appropriate team member.
• Conduct follow-up calls to confirm appointments and gather necessary details.

Appointment Scheduling & Management:

• Coordinate appointment times that work for both clients and advisors.
• Utilize scheduling software and CRM systems to log and track appointments.
• Send reminders to clients and reschedule as necessary.

Lead Qualification & Follow-Ups:

• Assess potential clients to ensure they meet our criteria.
• Document interactions and update records in our database.
• Follow up on previous conversations to maintain engagement and answer questions.

Client Communication & Support:

• Provide clear, professional explanations of our services.
• Handle rescheduling, cancellations, and special client requests with efficiency.
• Ensure a seamless experience by proactively addressing client concerns.

Performance & Compliance:

• Meet or exceed appointment-setting goals and quotas.
• Adhere to legal guidelines, including data privacy and Do Not Call regulations.
• Maintain professionalism and uphold BAM’s core values in every client interaction.

Your Qualifications:

• Strong organizational skills and attention to detail
• Excellent communication skills—both verbal and written
• Ability to build relationships and instill trust with clients
• Self-motivated and process-driven with a proactive mindset
• Experience working in a fast-paced environment with strong follow-through
• Ability to prioritize tasks and meet deadlines effectively
• Prior experience in sales, telemarketing, or client-facing roles preferred
• Proficiency in CRM/database management and Microsoft Office tools
• Industry knowledge is a plus

Why Join BAM?

Culture-Driven Environment: Be part of a team that values authenticity, trust, and extreme ownership.

Growth & Development: Opportunities to develop skills in client relations and financial services.

Impactful Work: Help individuals gain clarity and control over their financial future.

Competitive Compensation & Benefits:

• Fully paid health and dental for yourself (no vision)
• 401k Plan
• 4-day epic pass
• Team Experiences

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