Support sales teams by identifying business opportunities, prospecting, and scheduling meetings throughout the sales process to maximize business opportunities
Job Summary
Support sales teams by identifying business opportunities, prospecting, and scheduling meetings throughout the sales process to maximize business opportunities.
Initiate outbound sales calls, including cold calls, to advisors and recruit experienced financial advisors and institutions to meet specific recruiting goals.
The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; disability benefits; retirement savings; and paid time off.
Matching Summary
Support sales teams by identifying business opportunities, prospecting, and scheduling meetings throughout the sales process to maximize business opportunities.
Skills & Requirements
Must-have
Initiate outbound sales calls
Prospecting and lead generation
Relationship management
Sales effectiveness optimization
Financial markets and products knowledge
Nice-to-have
Develop business development strategies
Collaborate with team members
Act with client in mind
Bring authentic self to work
Key Requirements
One (1) year experience in business development or sales