Business Development Associate
4 months ago
In this role you will be required to make cold calls with the objective to schedule introductory second opinion meetings with prospective clients.
You will be working closely with Investment Advisor and help him to build relationship, make presentations and to onboard new clients.
This is a sales job that could be viewed as an apprenticeship that could lead you to become an investment advisor. In this role, you will learn how to find prospects from cold lists, build relationship with them, schedule introductory meetings, identify needs and develop proposal and ultimately how to close new business.
This position is ideal for someone who would like to become Investment Advisor. At the beginning of very well defined goals and objectives would be set. Upon reaching those goals, you will have an opportunity to go into Advisor Training Program and to start building your own business.
Key Responsibilities:
- Make outbound cold calls
- Build and maintain prospecting lists
- Schedule introductory appointments with advisor
- Assist advisor with proposal development
Qualifications / Traits:
- Cold Calling and Sales experience is preferred
- Great people skill is essential
- Good organization skills
- Ability to work independently
- Be competitive
Work Remotely
- No
**Job Types**: Full-time, Permanent
Pay: From $40,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
**Benefits**:
- Company events
Schedule:
- 8 hour shift
**Education**:
- Bachelor's Degree (required)
**Experience**:
- sales: 2 years (required)
Work Location: In person
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