Where you fit
Leadflow turns 150M+ resolved property records, 18.4M+ profiled investors, and 122K+ mapped private lenders into decision intelligence for lenders, insurers, and capital-markets teams. The InvestorScope Business Group sells that intelligence into enterprise accounts.
As the Business Development Representative, you own the front-end prospect development process for the group — the research, outbound, and qualification that fills the pipeline. It's a tight three-person unit, so your work is visible and your impact is direct. Learn all three functions and there's a clear path to leading the group.
One thing to know up front: you sell intelligence, not consumer contact data. Compliance judgment is part of the job, not an afterthought.
The day-to-day
- Daily outbound prospectingRun consistent outreach across calls, email, and LinkedIn to capital-markets and insurance accounts.
- Account research & personalized outreachStudy target accounts and craft messaging that speaks to their actual buying triggers.
- Lead qualificationQualify on account fit and buyer readiness so the group spends time on real opportunities.
- Discovery meetingsSchedule and prep discovery calls, setting up the rest of the group to win.
- CRM management in Go High LevelKeep the pipeline accurate and current in GHL, with disciplined activity documentation.
- NDA workflow & pilot supportExecute NDA workflows and support pilots as accounts move from interest to evaluation.
- Data hygieneMaintain clean records and accurate documentation across every touch.
You'll thrive here if you have
- 2–4 years in sales, BDR, inside sales, or prospectingYou've carried an outbound number and know how to keep a pipeline moving.
- Strong written & verbal communicationYou can open a cold conversation and write outreach people actually reply to.
- CRM proficiency with documentation disciplineYou log activity accurately and treat the CRM as the source of truth.
- Commercial instinctYou understand business models and buyer pain points well enough to position value.
- Compliance judgmentYou understand the line between selling intelligence and selling consumer contact data — and you stay on the right side of it.
Nice to have, not required
Prior prospecting experience in lending, banking, insurance, or SaaS is a real advantage — you'll ramp faster on the accounts this group sells into.
A path, not a holding pattern
The Business Group is built around three functions. Master the front-end as BDR, then learn the rest, and there's a defined path to Business Group Leader. This is a role for someone who wants to grow into ownership, not stay in a seat.