Business Development Specialist

POSITION: Business Development Specialist

Location: Fort Lauderdale – HQ

Schedule: M-F 8:30-5pm + Travel

FLSA Classification: Exempt

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Business Development Specialist will primarily focus on driving outbound calling efforts to secure high-volume discovery meetings with financial advisors. This role requires consistent engagement with leads through targeted calling campaigns and digital outreach to generate new business opportunities. The ideal candidate will be results-oriented with exceptional communication skills, a competitive mindset, and a strategic approach to outreach and follow-up.

Key Responsibilities

• Execute over 250 touchpoints weekly through phone calls, emails, and meetings to generate interest in the company’s services and drive new business opportunities.
• Utilize tools such as Kixie, Salesforce, HubSpot, and LinkedIn to manage structured lead follow-up cadences and outbound prospecting activity.
• Continuously refine pitches, call scripts, and outreach strategy to improve engagement rates and maximize conversion opportunities.
• Track pipeline activity, document prospect progression, and report on key performance metrics to meet established weekly and monthly KPIs.
• Acquire new Advisor accounts by engaging with leads, nurturing relationships, and converting prospects into clients.
• Support the full sales cycle by partnering with Advisors to help move opportunities through the pipeline and close new business.
• Represent the company at conferences, trade shows, and advisor speaking engagements by staffing booths, networking with attendees, and generating qualified leads.
• Serve as an extension of the business development team during live events by engaging crowds and identifying new relationship opportunities.
• Host Advisors visiting headquarters and coordinate meetings, scheduling, presentations, and in-office logistics to ensure professional client experience.
• Maintain accurate prospect records, business development activity, and follow-up documentation within CRM systems to support pipeline visibility and reporting.