Business Development Associate

Barnum Financial Group; Seattle (WA); On-site; USD 55,000 - 90,000; Full time

Job summary

Barnum Financial Group is seeking a Business Development Associate to leverage people skills and drive to guide clients in protecting and building wealth. The role emphasizes strong client service, high bonus potential, and collaboration with Advisors in a fast-paced team environment.

Responsibilities include making outbound calls, handling inquiries, gathering client data, scheduling appointments, and maintaining Salesforce records.

Qualifications

• 1+ years industry experience preferred.
• Bachelor's Degree preferred.
• Salesforce CRM experience ideal.
• Proficiency in Microsoft Office (Outlook, Word, Excel) required.

Responsibilities

• Outbound calls to warm prospects to discuss benefit options.
• Answer incoming calls from prospective clients with professionalism.
• Gather facts from prospective clients to better assist and direct.
• Schedule appointments with the appropriate Advisor on the team.
• Use scripts to deliver information regarding client benefits and services.
• Manage internal Salesforce platform and ensure client information is up to date.

Skills

Self-starter

Results-oriented

Excellent communication

Presentation skills

Phone conversation skills

Team player

Life insurance knowledge

Discretion with client information

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft Office

Job description

This position will allow you to leverage your personal drive, your people skills, and your commitment, to make a positive impact on the lives of our clients. As a Business Development Associate, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth and take the needed steps to enjoy a secure financial future.

We are a growth and results-oriented financial services team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!

Responsibilities will initially include:

• Outbound calls to warm prospects to discuss their benefit options.
• Answer incoming calls from prospective clients with professionalism.
• Gather facts from prospective clients to better assist and direct.
• Schedule appointments with the appropriate Advisor on the team.
• Use scripts to deliver information regarding the client’s benefits and the services our company can provide.
• Manage internal Salesforce platform and systems so client information is up to date and accurate.
• Growth opportunity for increased client engagement with proper licensing, skill development and training provided.

We are looking for an individual with the following traits:

• Self-starter who is persistent and results-oriented
• Energetic
• Outgoing, comfortable on the phone
• Client-first attitude
• Excellent communication and presentation skills
• Enjoys being a part of a team
• Basic knowledge of life insurance
• Ability to use discretion and maintain client confidentiality

Our take:

Unlike most sales roles, this features a strong, base salary plus a high bonus potential. We are looking for an enthusiastic team member to generate sales either by calling warm prospects or answering requests in a fast-paced environment. This person has a direct role in our team’s success and the revenue generated. There is potential for higher compensation based on results. This person must have strong client service skills, be friendly and understand the client’s needs in a short amount of time.

Experience:

• 1+ years industry experience preferred
• Bachelor's Degree preferred
• Salesforce CRM experience ideal
• Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required

*This role is hired directly by the Financial Advisor*