Business Development Specialist

Diversified, LLC; Wayne (PA); Hybrid; USD 55,000 - 80,000; Full time

Job summary

Diversified, LLC, a leading financial planning and RIA firm, seeks a Business Development Specialist to drive client engagement. This hybrid role has offices in Wayne, PA or Wilmington, DE and reports to the Sales and Planning department.

The salary is $55K with a target of $80K, reflecting the potential to earn with performance in a growing firm. The ideal candidate is motivated, detail-oriented, and excels in communication.

Qualifications

• 3+ years of experience in a business development role.
• Desire to learn the financial services industry and obtain relevant licenses/designations over time.
• Growth mindset and willingness to challenge the status quo.
• Excellent communication skills with the ability to deliver a highly coherent value proposition.
• Competitive spirit and a drive to achieve base and stretch goals.
• Extroverted personality who enjoys making new contacts and thrives in a sales oriented environment.

Responsibilities

• Contacting prospect leads to generate introduction appointments.
• Reporting and tracking of lead activity from multiple lead generation sources through an aggregator.
• Providing a world-class client service experience in each client interaction.
• Managing opportunities and leads within CRM system.
• Partner with Advisory teams to effectively move new clients through the fact finding and onboarding processes.

Skills

Lead generation

CRM management

Client service

Sales communication

Onboarding coordination

Tools

CRM system

Job description

Diversified, LLC, a leading Financial Planning, Registered Investment Advisor (RIA), Tax and Insurance financial services firm with offices in Wilmington, DE, West Chester, PA, Wayne, PA, Birmingham, AL, Northampton, MA, and Cape Cod, MA, seeks a Business Development Specialist to help drive client engagement with the firm .This is a hybrid role, with the office location in Wayne, PA or Wilmington, DE

The candidate must be an accountable, motivated, self-reliant team member who is comfortable working both independently and collaboratively with a team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented, and have diligent follow through.

The ideal candidate is interested in a long-term position with upside in a fast-growing, established firm with a family-oriented environment.

POSITION QUALIFICATIONS

• Contacting prospect leads to generate introduction appointments
• Reporting and tracking of lead activity from multiple lead generation sources through an aggregator
• Providing a world-class client service experience in each client interaction
• Managing opportunities and leads within CRM system
• Partner with Advisory teams to effectively move new clients through the fact finding and onboarding processes

Required Qualifications

• 3+ Years of experience in a business development role
• Desire to learn the Financial Services industry and obtain relevant licenses/designations over time
• Growth mindset and willingness to challenge the status quo
• Excellent communication skills with the ability to deliver a highly coherent value proposition
• Competitive spirit and a drive to achieve base and stretch goals
• Extroverted personality who enjoys making new contacts and thrives in a sales oriented environment

Department:Sales and Planning

Job Status:Full

Salary: $55K with target including VC $80K