Business Development Specialist

Job description

Start Date: Immediate

Status: Full-time (Regular - Exempt)

Hours: 40-45 hours per week w/flexible schedule

Location: Bozeman, MT

Department: Sales

Direct Reports: None

Reports to: Senior Director of Business Development


XYPN Overview:

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. 

XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have recently earned accolades as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.

About the Position:

As one of the friendly and energetic Business Development Specialists on our team, you will have a passion for helping us grow XY Planning Network! Some of the primary things you’ll be doing on a daily basis include working with inbound marketing leads via email and meeting daily phone meeting targets to ensure speedy responses to interested XYPN members. Additionally, you’ll be following up with internal resources, taking responsibility for tracking and proactively following up with existing leads in the pipeline, helping develop exciting new initiatives to generate leads, scheduling (fun!) networking events, and meticulously tracking data.

What You’ll Be Responsible For:

  • Help qualify and manage lead/prospect pipeline
  • Conduct timely and enthusiastic introductory and follow up calls with prospective members
  • Manage tracking and follow up with existing leads in the pipeline
  • Answer incoming emails with questions about XYPN membership
  • Maintain an accurate database of prospective members
  • Help maintain insightful monthly reports based on pipeline data
  • Attend 10 to 20 industry events/conferences per year

Other Responsibilities:

  • Shared accountability for new membership growth
  • Manage conference swag inventory


What You’ll Bring to the Table:

  • Authorized to live and work in the United States
  • BA/BS or similar degree in an applicable field, or relevant experience
  • Previous phone sales experience preferred, but not required
  • Motivated to meet sales goals
  • Strong tech savviness and the ability to pick up new technology quickly
  • Ability to manage sales data reporting, including tracking and reporting via spreadsheet and our CRM software (you’re the master of ensuring nothing falls through the cracks!)
  • Experience working within HubSpot is a plus, but not required
  • Background in personal finance or financial advisor facing topics is a plus, but not required
  • Excellent writing skills and the ability to convey positive tone through email
  • Ability to speak comfortably and confidently, both face-to-face at conferences and over the phone
  • Comfortable and adept at working in a partially virtual environment
  • Flexibility, as daily tasks will evolve over time
  • A high sense of personal responsibility and integrity
  • Desire to support the growth of the next generation of financial planners!

Compensation & Benefits:

  • Salary: $51,616.00 / year

  • Relocation assistance available, if applicable

  • 401K (4.5% match on 6% contribution)

  • Health insurance w/employer contribution

  • Employer paid Life Insurance Long Term Disability coverage

  • 8 paid holidays

  • Open vacation policy (Required to take a minimum of 3 weeks per year)

  • Please see our Dream Team Handbook to learn more about our company and benefit offerings


  • Cover Letter
  • Resume
  • Applications will be reviewed as they are received