About the Role
We are seeking a proactive, experienced, and self-directed Senior Business Development Assistant to support a licensed financial professional. This role is ideal for someone who thrives in a fast-paced environment, can independently manage systems and processes, and is motivated by delivering results without extensive supervision.

Schedule: Monday - Friday, 2:00 PM to 6:00 PM New York, US Time (4 hours/day, 20 hours/week) 

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Key Responsibilities
● Pipeline & CRM Management: Maintain, organize, and optimize CRM data; track follow-ups and ensure no opportunities slip through the cracks.
● Prospect List Development: Build and scrub targeted prospect lists (referral partners, prospects, and key contacts) for outreach.
● Outreach Support: Handle relationship-based LinkedIn networking and personalized email follow-ups; craft strategic messaging to support the advisor’s calls.
● Administrative Support: Manage calendar, coordinate appointments, handle data entry, research, and other operational tasks to keep the advisor focused on high-value activities.
● Process Improvement: Identify workflow inefficiencies and implement solutions to streamline business development operations.
● Reporting: Provide regular updates on outreach performance, CRM activity, and lead generation metrics.

Qualifications
● Proven experience in supporting sales, financial advisors, or business development teams.
● Strong CRM knowledge (e.g., Salesforce, HubSpot, Zoho, or similar).
● Highly organized with excellent attention to detail.
● Ability to operate independently with minimal training and guidance.
● Strong communication skills, both written and verbal.
● Familiarity with LinkedIn networking, email campaigns, and outreach strategy is a plus.

Side Note
This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder
Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions that fulfill all requirements will receive priority review.