Business Development Executive

Job Summary

To support a growing operations team, the full-time Business Development Executive will manage a live caseload of pension searches and submissions, actively chase non-responding providers, and engage with customers to gather necessary information, all while working in a hybrid or remote environment.

Key responsibilities

• Own and manage a live caseload of pensions searches and submissions
• Professionally pursue non-responding providers through multiple follow-ups
• Engage with customers to obtain further information to assist in locating their pensions

Required qualifications

• Proven experience in a target-driven environment with a strong closing mindset
• Ability to professionally follow up with providers multiple times
• Detail-oriented with a strong understanding of processes
• Confident in both phone and written communication
• Quick learner, capable of adapting to new operations and terminology