Business Development Representative

Business Development Representative | Retirement Plan Consulting

• Are you the person who is genuinely energized by a full call block and a calendar you filled yourself? Do you
• want your work measured in meetings created rather than hours logged? Then read on.

About LoVasco

• LoVasco's Retirement Plan Consulting Group serves as the outsourced Chief Retirement Officer (CRO) to mid-
• sized employers. We help 401(k) and 403(b) plan sponsors manage their fiduciary duties and provide their
• employees access to quality, unbiased financial guidance. We are an energetic, growing firm that values our
• commitment to taking care of the people you care about.
• Located in downtown Detroit, LoVasco hires team members with a shared passion for accountability, extreme
• ownership, and an overall getting-things-done attitude. We've found this translates into a level of client service
• and work environment unmatched by our competitors.

Job Summary

• The Business Development Representative (BDR) has one job: create qualified first meetings for LoVasco's
• Retirement Plan Consulting team. Our consultants are exceptional once they are in the room. This role exists to
• get them in more rooms.
• This is a dedicated prospecting seat. You will not carry a book of business or manage client accounts. You will
• own the top of our funnel — building target lists, running high-volume outreach, opening doors, and handing
• warm, well-briefed opportunities to our consultants.

Job Responsibilities

• •Outbound Prospecting: Execute daily, disciplined outreach to plan sponsors and decision-makers (CFOs, HR
• leaders, business owners) by phone, email, and LinkedIn.
• •Target List Development: Build and maintain prioritized prospect lists in our CRM using plan data (Form
• 5500 filings, industry, plan size, recordkeeper, advisor of record) so outreach is aimed at the right
• companies rather than a random sample.
• •Appointment Setting: Secure first meetings for our retirement plan consultants and confirm those
• meetings hold. This is the metric this role is judged on.
• •Meeting Preparation: Prepare a short pre-meeting brief for the assigned consultant — who we are
• meeting, what we know about their plan, and why they agreed to talk.
• •Nurture and Follow-Up: Own the long-cycle follow-up. Most plan sponsors are not ready today; you own
• the cadence that keeps LoVasco in front of them until their renewal or RFP window opens.
• •Networking Channel: Represent LoVasco in the channels where our buyers gather — industry associations,
• local business groups, and centers of influence such as CPAs, ERISA attorneys, and payroll partners.
• •Pipeline Hygiene: Maintain accurate, current activity and pipeline data in Salesforce and Asana. If it did not
• get logged, it did not happen.

How Success Is Measured

• This role has clear, published numbers. In the first 12 months, we expect:
• •A consistent weekly outreach volume — a minimum of 200 meaningful touches per week, including 40+ live
• dial attempts per day during prospecting blocks
• •8–10 qualified first meetings set and held per month by the end of the ramp period
• •A 90-day ramp to first meetings, and full productivity by month six
• •Complete and accurate activity reporting, reviewed weekly in our sales meeting

About You

• People who thrive in this position:
• •Are undeterred by the phone — rejection is data, not discouragement
• •Possess an entrepreneurial spirit and are driven to grow professionally and personally
• •Are a connector of people — enjoy engaging with people and cultivating positive relationships
• •Are competitive with themselves and want their numbers on the board
• •Are naturally curious — interested in learning our clients’ businesses and the retirement industry
• •Value effective communication — believe that words matter and take pride in written and verbal skills
• •Are process-oriented, with knowledge of or willingness to learn the Entrepreneurial Operating System (EOS)
• and David Allen’s Getting Things Done (GTD) principles to manage long-term goals and daily tasks in Asana,
• our project management system

Education, Training, and Experience

• •Bachelor's degree in business administration, communications, marketing, finance, or a related field, or
• commensurate work experience
• •Two or more years of outbound prospecting, inside sales, business development, or appointment-setting
• experience, ideally in a professional services, insurance, or financial services environment
• •Demonstrated track record of hitting activity and meeting-set targets
• •Comfort with CRM and sales enablement tools; experience with Salesforce is a plus
• •Securities licensing is not required to start. Candidates interested in pursuing the Series 7 and 66 will be
• supported.

• Compensation
• This role offers a base salary commensurate with experience, plus an incentive structure tied to qualified
• meetings set and held and a share of revenue on business that originates from your outreach. The upside is
• designed to reward the person who consistently fills the calendar.

Career Path

• At LoVasco, we believe in investing in our employees and providing opportunities for job development and
• career expansion. The BDR role is a legitimate entry point into a consulting career:
• •Retirement Plan Consultant: BDRs who develop technical fluency and earn the required licensing can move
• into a client-leading consultant role.
• •Producing Account Manager: For those who want to both open doors and own relationships, the producing
• account manager path combines business development with account leadership.
• •Financial Wellness Advisor: For those drawn to advice and education delivery over prospecting

• .
• Benefits

• •Medical insurance, including Health Savings Account options
• •Dental insurance
• •Vision insurance
• •401(k) plan and company match
• •Employer-paid life insurance
• •Employer-paid short-term and long-term disability insurance
• •Flexible spending account
• •Generous paid time off
• •Paid parental leave
• •Summer Friday hours
• •Professional development assistance
• •Volunteer days with local charity
• •Team building events and outings

A Member Firm of M Financial Group. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC.

LoVasco is independently owned and operated.