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
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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.
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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
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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.
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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