Sales Development Associate - Bethesda, Md

Chartwell Investment Partners

Bethesda, MD, US
Base: $70,000.00 to $120,000.00; bonus/equity: not...
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Develop client pipelines through prospecting
Initiates outbound sales calls
Establishes and maintains a prospect database
** Chartwell Investment Partners is seeking a Sales Development Associate in Bethesda, MD, to support financial advisors by developing client pipelines through various outreach strategies. The ideal candidate will have a background in financial services, particularly in sales or marketing, and will work independently to establish and maintain client relationships. **

Job Summary

  • Supports the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals.
  • Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Sales Development Associate in Bethesda, MD, to support financial advisors by developing client pipelines through various outreach strategies. The ideal candidate will have a background in financial services, particularly in sales or marketing, and will work independently to establish and maintain client relationships. **

Salary

Base: $70,000.00 to $120,000.00; Bonus/Equity: Not specified; Benefits: Eligible for a benefits package

Skills & Requirements

Must-have

  • Develop client pipelines through prospecting
  • Initiates outbound sales calls
  • Establishes and maintains a prospect database
  • Gathers sales trends and marketing strategies

Nice-to-have

  • Community involvement and networking
  • Develops product positioning documents
  • Supports marketing programs and messaging

Key Requirements

  • Bachelor’s degree and three years’ experience in financial services
  • SIE required
  • Series 7

Work Rights

Not specified

Tailored Resume

Cover Letter