Business Development Representative

Business Development Representative (Financial Services)

Strickler Financial Group | Utica, Michigan

This is not a customer service job. This is not a remote sales job. This is not a role for someone who is afraid to pick up the phone.

If you thrive on talking to people, love turning conversations into opportunities, and want to build a long-term career with one of Michigan's fastest-growing retirement planning firms, we'd love to meet you.

Strickler Financial Group is looking for an energetic, motivated Business Development Representative to help qualified prospects take the next step toward retirement confidence by scheduling appointments with our advisory team.

This position is ideal for someone who enjoys making outbound calls, isn't discouraged by hearing 'no,' and takes pride in winning through persistence, professionalism, and genuine relationships.

About Strickler Financial Group

At Strickler Financial Group, our mission is simple: We help remove the 'scaries' from retirement so our clients have the confidence to Retire Boldly®.

We're one of Michigan's fastest-growing retirement planning firms specializing in retirement income planning, investments, tax planning, Medicare, estate planning, and wealth management. We generate a steady flow of opportunities through television, educational workshops, dinner seminars, movie events, digital marketing, referrals, and community outreach.

What You'll Do

Your primary responsibility is to schedule qualified appointments for our financial advisors.

Follow up with seminar, workshop, movie event, and television leads

Re-engage prospects who met with us previously but didn't become clients

Contact prospects in our CRM as part of ongoing marketing campaigns

Follow up with referral opportunities

Invite prospects to upcoming educational events

Conduct outbound calling campaigns

Maintain detailed notes within our CRM

Work closely with marketing and advisors to improve appointment conversion

Attend select educational workshops, dinner seminars, and client events

Consistently achieve appointment, activity, and quality goals

Qualifications

Minimum two years of sales, business development, inside sales, or high-volume customer contact experience

Excellent communication skills

Comfortable spending most of the day on the phone

Positive, coachable attitude

Strong work ethic

Organized and tech-savvy

Ability to handle rejection professionally

Compensation

$40,000 base salary

Performance-based bonuses and team incentives

Realistic first-year earnings of $60,000–$90,000+

Benefits

Four weeks paid time off

Health, dental, and vision insurance

401(k) with company contribution

Team incentive trips

Our Core Values

Driven to Learn and Grow

Clear and Transparent Communication

Lead with Empathy

100% Positive Energy

Own the Outcome

Location & Schedule

This position is based in our Utica, Michigan office. Occasional evening attendance at educational events is required.

Who Should Not Apply

You dislike talking on the phone.

You give up after hearing 'no.'

You prefer waiting for work instead of creating opportunities.

You're looking for a fully remote position.

Ready to Build Something Bigger?

If you're looking for more than just another sales job—if you want to join a growing company where your effort directly impacts families preparing for retirement—we'd love to hear from you.

Apply today and help people gain the confidence to Retire Boldly®.