Business Development Specialist - Financial Services | Remote

August 21, 2026

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Endeavor Search Partners is looking for a motivated Business Development Specialist to join our growing team. This is a full-time, fully remote outbound sales position focused on connecting with financial advisors across the country, identifying potential opportunities, and scheduling qualified meetings for our senior team.

This is a high-activity, performance-driven role. You will spend a significant portion of your day on the phone, so we are looking for someone who is confident communicating with professionals, competitive, self-motivated, and comfortable working independently from home. Financial services experience is not required. We provide training on our industry, sales process, Salesforce, and how to effectively engage prospective financial advisors.

What You'll Do

Make a high volume of outbound calls to prospective financial advisors
Start conversations and identify potential business opportunities
Schedule qualified meetings for senior team members
Consistently follow up with prospects by phone and email
Research financial advisors and financial services firms
Maintain accurate activities, notes, and follow-up information in Salesforce
Work from targeted prospect lists and campaigns
Learn the wealth management and financial advisor recruiting industry

What Success Looks Like

Our Business Development Specialists are expected to work toward:

Approximately 200 outbound call activities per day
Approximately 2–3 qualified meetings per week
Consistent and timely prospect follow-up
Accurate Salesforce record keeping
Continued improvement in conversations, opportunity creation, and results

What We're Looking For

Strong verbal communication skills
Confidence speaking with professionals and business owners
Competitive and goal-oriented mindset
Strong work ethic and consistency
Comfortable making a high volume of outbound calls
Ability to handle rejection and stay motivated
Self-motivated and productive while working remotely
Organized with strong follow-through
Coachable and interested in improving
Comfortable using CRM and sales technology
Reliable internet connection and a professional home workspace

Previous experience in inside sales, outbound sales, business development, SDR/BDR, recruiting, appointment setting, call center sales, or other phone-based sales is helpful but not required.

We care more about your communication skills, drive, work ethic, consistency, and willingness to learn than having a specific degree or industry background.

Company Description

Endeavor Search Partners is a specialized recruiting and consulting firm serving the wealth management industry. We work with financial advisors and leading financial services firms across the country, helping advisors explore new opportunities and make successful career transitions. We are a growing, performance-driven company that values initiative, accountability, strong communication, and results.

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