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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Business Development Specialist


Who We Are:

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, improve, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, entity support, employment resources, and personalized succession/exit strategies to clients across the country. We are a young and fast-growing company, dedicated to our craft and focused on providing customized solutions, exceptional customer service, and high-quality products to our clients.


Summary of Role:

The Business Development Specialist focuses on the identification and nurturing of leads in our system, working closely with the rest of the Business Development team to assist with sales-related tasks, setting up sales calls, reaching out to current and/or prospective clients as needed, following up with marketing efforts, occasional attendance at industry conferences, scheduling and conducting sales calls, providing the necessary paperwork following sales calls, and other business development related tasks as needed to support the team. The position requires excellent organization, oral and written communication skills, as well as consistent follow-through. We are looking for a reliable and thorough individual who loves to work in a team environment. There is long-term advancement opportunity for this position as industry and company familiarity increases and the company continues its expansion.

Core Duties will Include:

Sales Based:

  • The ability to identify leads within our system, or using other industry resources, to identify and connect with decision-makers.
  • Development of existing and new referral partner relationships.
  • Make outbound calls and answer inbound potential client calls based on current deals/opportunities in progress, using leads from our marketing activities, as well as generating and self-sourcing potential leads using industry data (available databases, leads related to current events) and the company’s CRM system.
  • Communicate with prospective clients via telephone, email, direct mail, and social media.
  • Create, monitor, and complete client “deals” in the CRM system.
  • Maintain and expand the company’s database of prospects in CRM.
  • Share SRG services, features, benefits, and fees to prospective clients.
  • Develop and monitor sales reports and dashboards to provide real-time feedback to the marketing department and company leadership.
  • Send proposals and engagement agreements to prospective clients.
  • Other sales and administrative items, as assigned


Conferences & Events:

  • Attend occasional conferences and events at SRG booth, as needed
  • Travel may be necessary for conferences & events.


  • Experience selling in a B2B environment;
  • Speak proficient English;
  • Strong organizational skills and attention to detail;
  • Excellent written and oral communication skills;
  • Excellent listening and note-taking skills;
  • Ability to multitask, work independently, and prioritize effectively;
  • Excellent knowledge of MS Office programs (Word/Excel/PowerPoint);
  • Exemplary planning and time management skills;
  • Experience with HubSpot or other similar CRM systems;
  • Dedicated team player looking to establish a long-lasting career;
  • Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field;

Employment: Full-time; Monday-Friday (8:00am-5:00pm)

Pay Range: Salary $80,000.00 to $110,000.00 /year + Bonus (bonus up to 10% of base salary)


  • Paid twice per month (1st and 15th)
  • 2 Weeks Paid Time Off
  • Minimum of 10 paid holidays
  • Paid time off for birthdays and work anniversaries
  • Remote work
  • 100% of Employee-only premiums for medical/vision/dental insurance
  • Short Term/Long Term Disability
  • 12 weeks paid maternal leave and 1 week paid paternal leave
  • Life Insurance
  • 401k Safe Harbor contribution of 3%
  • Direct deposit
  • Annual bonuses
  • Annual raises
  • Annual company-sponsored trips
  • Quarterly company sponsored activities


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