Base: $70,000.00 to $120,000.00; bonus/equity: not...
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Prospecting and networking
Client pipeline development
Financial advisor support
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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.
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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
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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.
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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
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