UG
United Placement GroupFinancial Expert
Financial Advisors focusing on client engagements and qualified appointments without prospecting. Joining a dedicated support team for financial expertise and exceptional income opportunities.
About the role
- Research and identify potential business leads in the construction and restoration space.
- Build and maintain a targeted list of local prospects.
- Represent the company at local events, trade shows, and networking opportunities.
- Reach out to local businesses through calls, emails, and in-person visits to build relationships.
- Warm up leads and schedule introductory meetings for the sales lead.
- Support social media marketing efforts using pre-designed templates in Canva.
- Track and report outreach activity, lead progress, and results.
Requirements
- Experience in business development, lead generation, or sales support.
- Strong communication and networking skills - comfortable starting conversations and representing a brand professionally.
- Self-motivated and organized, with the ability to manage your own schedule and hit outreach goals.
- Familiarity with or experience in the construction or restoration industry.
- Proficiency with Canva, Microsoft Office, and CRM tools a plus.
- Must be based in the St. Louis area and able to attend in-person community or networking events.
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UG
United Placement GroupFinancial Expert
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