Sales Development Associate - Bethesda, Md

Raymond James

Bethesda, MD, USA
Base: $70,000.00 to $120,000.00; bonus/equity: not...
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Prospecting and networking
Client pipeline development
Financial advisor support
** Raymond James is seeking a Sales Development Associate in Bethesda, MD, to support financial advisors in developing client pipelines through various outreach methods. The role requires a bachelor's degree and experience in the financial services industry, preferably in marketing or sales. **

Job Summary

  • Support 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

** Raymond James is seeking a Sales Development Associate in Bethesda, MD, to support financial advisors in developing client pipelines through various outreach methods. The role requires a bachelor's degree and experience in the financial services industry, preferably in marketing or sales. **

Salary

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

Skills & Requirements

Must-have

  • Prospecting and networking
  • Client pipeline development
  • Financial advisor support
  • Outbound sales calls
  • Develop new client relationships

Nice-to-have

  • Community involvement
  • Develop specific niches
  • Professional organization participation
  • Content development for marketing

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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