**About Us**
PHG is a fast-growing advisory firm based in New York City that specializes in Bookkeeping and Fractional CFO Services. We help family & founder-owned businesses thrive by streamlining bookkeeping and accounting processes, delivering actionable financial reports and KPIs, developing forward-looking budgets and forecasts, and implementing cost-saving strategies. Our team combines financial expertise with cutting-edge technology to create measurable business results. As we continue to expand, we are looking for skilled, motivated professionals to join us and help our clients succeed.
**Job Overview**
We are seeking a Business Development Representative (BDR) to drive PHG Advisory’s growth. In this full-time remote role, you will identify new business opportunities, engage potential clients, and generate qualified leads for our financial consulting and advisory services. You’ll collaborate closely with senior consultants and marketing teams, building your expertise in consultative selling and relationship management. This is an excellent opportunity for a proactive, results-driven professional eager to develop their career in a dynamic, supportive environment.
**Key Responsibilities**
- Research and identify potential clients in target industries to expand PHG Advisory’s client base.
- Qualify inbound leads and ensure alignment with PHG Advisory’s idóneo client profile.
- Schedule discovery calls and meetings between prospects and senior consultants.
- Build and maintain relationships with potential clients, nurturing them through the sales pipeline.
- Collaborate with marketing to refine messaging and optimize lead generation strategies.
- Track and report key performance metrics (calls, meetings booked, opportunities created) using CRM tools.




- Stay informed on industry trends, competitors, and market conditions to position PHG Advisory’s services effectively.
**Qualifications and Skills**
- Bachelor’s degree in Business, Marketing, Communications, or a related field (or equivalent experience).
- 1-3 years of experience in sales, business development, or customer-facing roles (professional services or financial consulting experience is a plus).
- Excellent verbal and written communication skills in English, with the ability to build strong client relationships.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Proficiency with CRM tools (e.g., Salesforce, HubSpot, Zoho) and outreach platforms.
- Self-motivated with a “hunter” mindset and a drive to exceed targets.
- Team-oriented, proactive, and adaptable to new technologies and processes.
- Familiarity with financial services, bookkeeping, or advisory consulting is a strong advantage.
**What We Value**
- A strong sense of integrity and professionalism
- Accuracy and attention to detail in their work
- Effective communication and collaboration skills
- A proactive, growth-oriented mindset
- Comfort with technology and openness to using AI and automation tools
- A passion for helping businesses succeed.
**Why Join Us**
- Be part of a dynamic, U.S.based team making a meaningful impact
- Full-time role with long-term career development opportunities
- Flexible collaboration and support from a forward-thinking advisory firm
**Compensation and Benefits**
Monthly salary: USD $1300-$1400/month base + commissions.
Remote & flexible: Work from anywhere
Includes paid time off
Pay: $25,000.00 - $27,000.00 per month
Work Location: Remote

📌 Business Development Representative - Full-time Us Clients Remote (México)
🏢 Principal Holdings Group
📍 México