Business Development Representative (BDR)

This is a remote position.

Business Development Representative (BDR)  

Lead Generation & Appointment Setting Specialist  

Location: Philippines (Remote)

About Business Financial Group (BFG)  

Business Financial Group (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States.

Our mission is to help business owners reduce taxes, improve profitability, gain financial clarity, and build stronger businesses through proactive accounting, tax, and advisory services.

We are seeking an energetic and results-driven Business Development Representative (BDR) to help expand our pipeline of qualified prospects and generate appointments for our sales team.

This role is ideal for professionals who enjoy building relationships, starting conversations, generating opportunities, and helping businesses discover solutions to their challenges.

Position Summary  

The Business Development Representative (BDR) is responsible for generating qualified appointments for BFG's Client Finance Managers and Sales Advisors.

The BDR will:

• Prospect potential clients
  

• Conduct outbound outreach
  

• Build relationships
  

• Qualify leads
  

• Schedule discovery meetings
  

• Maintain CRM records
  

• Support pipeline growth
  

This position is focused on lead generation and appointment setting, not closing sales.

Key Responsibilities  

Prospecting & Lead Generation  

• Build and maintain prospect databases
  

• Research small business owners and decision-makers
  

• Identify qualified prospects through various sources
  

• Maintain organized lead lists within CRM
  

Outbound Outreach  

Conduct outreach through:

• Phone calls
  

• LinkedIn messaging
  

• Email campaigns
  

• Text messaging
  

• Referral follow-up
  

The objective is to start conversations and identify business owners who may benefit from BFG's services.

Appointment Setting  

• Qualify prospects based on BFG guidelines
  

• Schedule appointments for Client Finance Managers and Sales Advisors
  

• Confirm appointments
  

• Reduce no-show rates
  

• Conduct appointment reminders and follow-ups
  

CRM Management  

• Update Zoho CRM accurately
  

• Record all prospect communications
  

• Track outreach activities
  

• Maintain pipeline data
  

• Monitor follow-up schedules
  

Lead Nurturing  

• Follow up with prospects who are not ready to schedule immediately
  

• Maintain consistent communication
  

• Keep prospects engaged until they are ready for a discovery meeting
  

Performance Tracking  

Track and report:

• Calls made
  

• Conversations held
  

• Emails sent
  

• LinkedIn outreach activity
  

• Appointments booked
  

• Qualified opportunities generated

Work Schedule  

• Full-Time
  

• Remote
  

• Must be available during U.S. business hours
  

• Ability to support multiple U.S. time zones
  

Hiring Process  

Step 1 – Online Application  

Submit:

• Resume
  

• Salary Expectations
  

• Location Information
  

Step 2 – Recorded Video Interview  

Selected candidates will complete a recorded video interview evaluating:

• English communication skills
  

• Professional presence
  

• Confidence
  

• Relationship-building ability
  

• Sales aptitude
  

Step 3 – Sales Skills Assessment  

Candidates will complete assessments covering:

Communication Skills  

• Verbal communication
  

• Business email writing
  

Sales Skills  

• Prospect qualification
  

• Objection handling
  

• Appointment setting
  

CRM Skills  

• Data entry
  

• Activity tracking
  

• Follow-up management
  

Typing & Administrative Skills  

• Accuracy
  

• Attention to detail
  

Step 4 – Live Interview  

Finalists will participate in a live interview with BFG leadership.

Topics include:

• Lead generation experience
  

• Relationship building
  

• Sales methodology
  

• Follow-up discipline
  

• Career goals
  

Step 5 – Reference Verification  

Final candidate references will be verified prior to offer issuance.

Step 6 – Offer & Onboarding  

Selected candidates will receive:

• Formal offer
  

• Onboarding plan
  

• Training schedule
  

• System access setup
  

Why Join BFG?  

At BFG, you will play a key role in helping small business owners connect with trusted financial and tax advisors while building a rewarding career with a growing international organization.

You will have opportunities for professional growth, performance-based rewards, and advancement as BFG continues to expand throughout the United States.

Requirements

Required Qualifications  

• Minimum 2 years of experience in one or more of the following:
  

• Business Development
  

• Lead Generation
  

• Appointment Setting
  

• Sales Development
  

• Customer Success
  

• Client Relations
  

• Inside Sales
  

• Excellent spoken and written English
  

• Strong phone communication skills
  

• Ability to build rapport quickly
  

• Comfortable making outbound calls
  

• Strong organizational skills
  

• Ability to work independently
  

• Experience working remotely
  

Preferred Qualifications  

Experience in:

• Professional services
  

• Accounting firms
  

• Financial services
  

• Insurance
  

• Mortgage sales
  

• Business consulting
  

• B2B sales
  

Experience using:

• Zoho CRM
  

• Salesforce
  

• HubSpot
  

• LinkedIn Sales Navigator
  

• Google Workspace
  

• Microsoft Office
  

Key Success Factors  

The ideal candidate:

• Enjoys talking with people
  

• Is not afraid of rejection
  

• Has a positive attitude
  

• Is highly organized
  

• Follows up consistently
  

• Learns quickly
  

• Has a strong work ethic
  

• Takes ownership of results
  

Key Performance Indicators (KPIs)  

Typical monthly goals may include:

• 1,500–2,000 outbound activities
  

• 150–250 conversations
  

• 50+ qualified appointments scheduled
  

• Accurate CRM updates
  

• Consistent follow-up compliance
  

KPIs may be adjusted based on lead sources, territory, and campaign objectives.

Benefits

Compensation  

Base Salary  

Competitive salary based on experience and qualifications.

Performance Incentives  

Additional incentives may be available based on:

• Qualified appointments generated
  

• Sales opportunities created
  

• Revenue generated from referred prospects