Business Development Specialist

Job description

Company Overview:

XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee 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 earned accolades in 2018, 2019, and 2020 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 for the better.

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 regularly include working with inbound marketing leads via email and meeting daily phone meeting targets to ensure speedy responses to curious 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 Doing:

  • Help qualify and manage lead/prospect pipeline to drive membership growth
  •  Conduct timely and enthusiastic introductory and follow up calls with prospective members
  •  Manage to track and follow up with existing leads in the pipeline through XYPN’s prospect nurturing methodology
  •  Answer incoming emails and phone calls with questions about XYPN membership and schedule Intro Calls with prospective members to drive membership growth
  • 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
  • May oversee or coordinate other department needs as assigned

Other Responsibilities:

  • Shared accountability for new membership growth
  • Coordinate logistics for industry events/conferences
  • Gain expertise within XYPN’s Service Lines to recognize interest from prospective members

  • Manage conference swag inventory

The Deets:

Start Date: Immediately

Status: Full-time (40-45 hours/week)

Location: Bozeman, MT(ability to work virtually until coronavirus restrictions are lifted and we reopen our office)

Direct Reports:  No 

Department: Sales

Reports to: Sr Director of Business Development

Compensation & Benefits:

  • Salary: 53,164
  • Equity Program : All team members at XYPN are owners! We annually contribute an equivalent of 8% of your compensation into our ESOP as part your benefit
  • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
    • 8 paid holidays when the office is closed
    • 401(k) with match; you put in 6% and we put in 4.5%
    • 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
    • Health insurance w/employer contribution
    • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
    • Employer paid Life and AD&D insurance
    • Employer paid Long Term Disability coverage
    • $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
    • $250/quarter to spend on yourself specific to our core value of “Be Well Being You”
    • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
    • $2,000/year available in Professional Development Funds
    • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
    • Subsidized employer-sponsored childcare through our internal child care program
    • $5,000 relocation package available to those moving to Bozeman, MT
    • Company-owned laptop computer provided
    • Please see our Policies and Procedures Manual to learn more about our company and benefit offerings


    What You’ll Bring to the Table

    • Legally authorized to live and work in US

    • Motivated to meet sales goals

    • Strong tech-savviness and the ability to pick up new technology quickly

    • Desire to support the growth of the next generation of financial planners!

    • A high sense of urgency, personal responsibility, and integrity

    • Flexibility, as daily tasks will evolve over time

    • Comfortable and adept at working in a partially virtual environment

    • Ability to speak comfortably and confidently, both face-to-face at conferences and over the phone

    • Excellent writing skills and the ability to convey a positive tone through email

    • Familiarity with working within HubSpot is a plus but not required

    • Ability to manage sales data reporting, including tracking and reporting via spreadsheets and our CRM software (you’re the master of ensuring nothing falls through the cracks!)

    What Would Make Us Drool

    • BA/BS or similar degree in an applicable field or relevant experience

    • Previous retail or outbound telephone sales experience preferred, but not required

    • Background in the personal finance or financial advisor facing topics

    • Experience attending industry conferences and talking with prospects

    • Prior customer-facing sales experience

    • Previous conference or trade show experience

    • You could sell stripes to a zebra, spots to a cow, or apples to an orchard!


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

    XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.