Business Development Representative

Cobalt Premier Group; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Retirement plan with employer matching

Paid time off (vacation, sick leave, &

Job summary

Cobalt Premier Group, a Dallas-based financial services firm, seeks a full-time Business Development Representative to identify and pursue new opportunities, build client relationships, and contribute to growth. You'll use CRM systems and market data to tailor financial solutions, collaborating with sales and marketing to drive initiatives.

The role requires a bachelor’s in business/finance and 3–5 years in financial services BD or sales, with strong communication and negotiation skills, and

Qualifications

• Bachelor's degree in business, finance, or related field.
• 3–5 years of business development or sales in financial services.
• Strong communication and negotiation skills.
• Willingness to travel for client meetings and conferences.

Responsibilities

• Identify and pursue new business opportunities.
• Build and maintain client relationships.
• Collaborate with sales and marketing on strategic initiatives.
• Travel to client meetings and industry conferences as needed.

Skills

Communication skills

Negotiation

Financial services knowledge

Travel readiness

Education

Bachelor's degree in business/finance or related field

Tools

CRM systems

Market research databases

Sales analytics software

Job description

Cobalt Premier Group, a Dallas, TX-based financial services company, seeks a full-time Business Development Representative to join our investment management and financial planning team. In this role, you will be responsible for identifying and pursuing new business opportunities, building and maintaining client relationships, and contributing to the growth of our firm. You will use various tools such as CRM systems, market research databases, and sales analytics software to track and analyze client interactions and market trends. The ideal candidate will have a bachelor's degree in business, finance, or a related field, along with 3-5 years of experience in business development or sales within the financial services industry. Strong communication and negotiation skills, as well as a thorough understanding of investment products and financial planning services, are essential. The workplace is dynamic and fast-paced, requiring adaptability and the ability to meet tight deadlines. You will work closely with the sales and marketing teams to develop and execute strategic initiatives, and you will be expected to travel to client meetings and industry conferences as needed. Cobalt Premier Group offers a attractive compensation, benefits package, and opportunities for professional development and career advancement.

As a Business Development Representative, you'll identify potential clients, build relationships, and close sales. You'll also conduct market research to develop tailored financial solutions.

You'll collaborate with a team of financial professionals in Dallas, TX, in an office located in the city center, with easy access to public transportation and a vibrant business community.

The pay for this position is discussed during the interview process, where candidates can expect a attractive compensation that reflects their skills, experience, and the specific responsibilities of the role. In addition to the base salary, Available: a comprehensive benefits package that includes health, dental, and vision insurance, as well as a retirement plan with employer matching contributions. Our benefits also encompass paid time off, including vacation days, sick leave, and holidays, as well as professional development opportunities such as tuition reimbursement and access to online learning platforms. We are committed to supporting our employees' overall well-being and growth, providing a supportive and inclusive workplace environment where they can thrive both personally and professionally.

To succeed, you should have a sales or business development background, excellent communication skills, and a strong understanding of financial services. You should thrive in a fast-paced environment and be passionate about helping clients achieve their financial goals.

• Identify potential clients, build relationships, close sales, conduct market research, develop tailored solutions
• Proven track record in sales or business development, excellent communication skills, strong understanding of financial services, comfortable in fast-paced environment, genuine interest in helping clients achieve their financial goals