Advisor BD Associate — High-Impact, Unlimited PTO

Farther Finance, LLC; New York (NY); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking an Associate on the Advisor Business Development team in New York. You will initiate conversations with financial advisors, qualify opportunities, and schedule meetings with Directors.

This is a high-volume, outbound role that builds your track record to advance into full recruiting and sales cycle ownership. You will run discovery to understand practitioners’ goals, maintain a clean CRM, and relentlessly pursue weekly meeting and activity targets, with uncapped commission

Qualifications

• 2+ years of sales or recruiting experience.
• Track record of meeting or exceeding quota.
• You enjoy cold calling and building pipeline from scratch.
• Motivated by variable comp, with clear goals for your career and earnings.

Responsibilities

• Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn.
• Book qualified meetings between advisors and our Directors.
• Run discovery to understand an advisor's practice, goals, and timing, and develop early-stage deals.
• Keep the CRM clean and your pipeline up to date.
• Hit and exceed weekly meeting and activity targets.

Skills

Outbound sales

Cold calling

Pipeline development

CRM proficiency

Quota attainment

Tools

Salesforce

HubSpot

Job description

Farther is seeking an Associate on the Advisor Business Development team in New York. You will initiate conversations with financial advisors, qualify opportunities, and schedule meetings with Directors.

This is a high-volume, outbound role that builds your track record to advance into full recruiting and sales cycle ownership. You will run discovery to understand practitioners’ goals, maintain a clean CRM, and relentlessly pursue weekly meeting and activity targets, with uncapped commission