Business Development Specialist - Association Sales & Outreach

Farther Finance, LLC; New Orleans (LA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther Finance, LLC is seeking an energetic outbound sales professional to engage condo and HOA boards, initiating conversations and setting qualified meetings for the Director of Institutional. You will be part of a fast-growing wealth-management tech environment, with clear advancement into sales leadership.

Key duties include high-volume calling, qualification, and meticulous CRM logging. The role offers a competitive package and strong growth opportunities within a collaborative FinTech

Qualifications

• Experience in outbound sales or business development with proven target achievement.
• Comfortable making cold calls and initiating conversations with boards and managers.
• Strong verbal and written communication for professional audiences.

Responsibilities

• Make 50+ calls/emails daily to condo, HOA boards and community managers.
• Qualify opportunities by size and fit and book meetings for the Director of Institutional.
• Build rapport with boards, managers and gatekeepers.
• Log all touches in HubSpot and track calls, connects, and meetings.
• Collaborate with the Director of Institutional on target lists and outreach, with growth potential.

Skills

Outbound sales

Business development

Tele-sales

Phone prospecting

Tools

HubSpot CRM

Job description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Most condo and HOA boards are managing serious money with no advisor and no plan. Farther is already the largest provider of financial advice for community associations, and you'll be the first person boards hear from us.

Your job is simple to describe and not easy to do: pick up the phone, start good conversations, and put qualified meetings on the Director of Institutional's calendar. You'll have a real team behind you, and a clear path into sales as you grow.

Your Impact

• Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day


• Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional


• Build early rapport with boards, managers, and gatekeepers


• Log every touch in HubSpot and track calls, connects, and meetings so we can sharpen lists and messaging


• Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations

The Ideal Match

• Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals


• Genuinely comfortable on the phone, and not rattled by a cold call


• Clear, confident verbal and written communication with board volunteers and property professionals


• Hands-on experience with HubSpot or a similar CRM

Bonus Points

• Background in property management, community association management, insurance, or real estate


• Curiosity about finance and investing (we'll train you, no wealth management experience needed)


• Based near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans, for the occasional local event

Why Join Us

• Competitive comp package that rewards impact


• Work alongside some of the brightest minds in fintech


• Ground-floor opportunity at a fast-scaling startup


• Chart your own growth path as we expand


• Full health benefits + 401(k) matching & Roth IRA options


• Unlimited PTO

Ready to disrupt wealth management? Let's talk!