Business Development Representative
Sources and qualifies leads through high-volume outbound email and phone outreach, schedules meetings for the business development team, and researches new markets. Requires bachelor's degree, 1+ years experience, FINRA Series 7 license, and finance/technology background.
About the job
Principal Responsibilities
- Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns
- Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
- Schedule meetings for the Business Development Team and qualify sales opportunities
- Research new markets and identify new clients
- Manage new lead sources, including list creation and management
- Drive lead creation through outbound sales outreach—both email and over the phone
- Help with conferences and events, including logistics, set-up and follow-up
- Assist in activation of existing clients by prospecting into their advisor base
- Contribute to CRM, sales technology, reporting, and team operations
- Potential end-to-end sales cycle management, particularly of smaller clients
Minimum Qualifications
- Bachelor’s degree
- 1+ years of related experience
- FINRA Series 7 licensed
- Financial services background or true personal expertise with finance
- Technology company background or native comfort with technology
Preferred Qualifications
- Strong written and verbal communications
- Ability to work independently as part of a fast moving team with minimal guidance
- Capable of handling broad scope projects
- Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams
Base Salary Range: $72,500 - $95,100 plus bonus
Skills
CRM, Salesforce, Outbound Sales, Lead Generation, Email Campaigns, Cold Calling, Finra Series 7, Financial Services, Sales Technology, Prospecting
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