Business Development Associate

Focusfinancialpartners

Miami, FL, United States
$60,000 py
On-site
Sales support to business development team
Client experience and firm growth
Utilize crm for data entry
The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs

Job Summary

  • The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.
  • Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication.
  • The annualized base pay range for this role is expected to be $60,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Matching Summary

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.

Salary

$60,000

Skills & Requirements

Must-have

  • Sales support to Business Development team
  • Client experience and firm growth
  • Utilize CRM for data entry
  • Coordinate across business lines
  • Proficiency in Microsoft Suite

Nice-to-have

  • Financial services experience
  • Salesforce experience preferred
  • Self-starter and energetic
  • Work within changing priorities

Key Requirements

  • 2 years administrative work experience
  • Associate or bachelor's degree required
  • Experience with CRM system

Work Rights

Not specified

Tailored Resume

Cover Letter