Sales Development Associate - Boston, Ma

Chartwell Investment Partners

Boston, MA, US
Base: $70,000.00 to $95,000.00; bonus/equity: may ...
Hybrid
Outbound sales calls and follow-up
Prospecting and network expansion
Client relationship management
The role involves developing client pipelines for financial advisors through extensive prospecting, networking, and community involvement

Job Summary

  • The role involves developing client pipelines for financial advisors through extensive prospecting, networking, and community involvement.
  • Employees are expected to initiate outbound sales calls, maintain prospect databases, and assist in creating product-oriented marketing materials.
  • The position offers a competitive base salary range of $70,000.00 to $95,000.00 along with a comprehensive benefits package including medical, dental, vision, and retirement savings.

Matching Summary

The role involves developing client pipelines for financial advisors through extensive prospecting, networking, and community involvement.

Salary

Base: $70,000.00 to $95,000.00; Bonus/Equity: May include additional compensation or commissions; Benefits: Medical, dental, vision, life insurance, disability, retirement savings, paid time off, parental leave

Skills & Requirements

Must-have

  • Outbound sales calls and follow-up
  • Prospecting and network expansion
  • Client relationship management
  • Product positioning and analysis
  • Seminar and road show support

Nice-to-have

  • Originality and ingenuity in assignments
  • Strong communication skills
  • Ability to work independently
  • Experience with marketing strategies

Key Requirements

  • Bachelor's degree required
  • Three years' experience in financial services
  • Series 7 license required
  • SIE certification required
  • Accounting, Business Administration, or Finance background preferred

Work Rights

Not specified

Tailored Resume

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