Business Development Specialist

- Halifax - 

Castle Hall is an entrepreneurial, dynamic and fast-moving company that is looking to add a Business Development Specialist to our team. This role is in responds to an increasing demand for Castle Hall’s services, and the firms commitment to executing an effective and well-constructed sales process. The successful candidate will be given the opportunity for personal and professional growth.


  • Assist with tracking and allocating inbound business development inquiries. Ensure timely responses in accordance with Castle Halls internal sales policies and procedures
  • Maintain the CEO's Business Development and Marketing calendar ensuring that all information required for meetings is updated and available
  • Assist in organizing, updating and maintaining Castle Hall’s sales pipeline, tracking prospects/deals and other sales related reporting as required
  • Assist with virtual meetings and phone calls with prospective clients; take detailed meeting notes, ensuring that they are uploaded to Castle Hall’s CRM platform and action points are assigned to the appropriate individuals
  • Attend internal business development team meetings as required, preparing minutes and ensure that action points are assigned to appropriate individuals
  • Prepare Master Service Agreements and engagement letters for prospective clients
  • Prepare NDAs as required
  • Prepare responses to RFP / RFI requests, ensuring consistency of responses and a clear presentation of Castle Hall’s value proposition
  • Liaise with appropriate parties including internal team members, potential[CA1] clients, legal counsel, insurance broker and other third parties
  • Maintain and manage internal process flowchart and task lists
  • Other duties may be assigned


  • Bachelor’s degree or College diploma in related field
  • Administrative experience is required; preferably in a related field
  • Previous experience using Hubspot or related contact management application is required
  • Highly organized with the ability to multi task
  • The ability to set priorities and create efficiencies where required
  • Previous experience using Webex would be considered an asset
  • Strong work ethic with professional integrity and a positive, proactive attitude
  • Exceptional client-focus and an entrepreneurial spirit
  • Pragmatic, solutions orientated mindset
  • High attention to detail
  • Excellent communication skills
  • Computer proficiency with full MS Office Suite
  • Polished, energetic, and professional demeanor
  • Knowledge of financial industry an asset


  • An opportunity to be part of a highly successful and growing organization
  • Excellent working conditions in a young and dynamic work environment
  • Benefits plan including health and dental coverage
  • Learning and Development - Reimbursement for relevant designations
*Due to Covid-19 all employees within Castle Hall are currently working from home with the potential to move back into an office environment when government regulations say it is safe to do so. Until then all interviews and meetings will be held virtually.

The ideal candidate will have an appropriate work-from-home designated space & applicable amenities.

Please send your cover letter and resume specifying “Business Development Specialist”. Only candidates under consideration will be contacted.

Job Type: Full-time

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