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