Business Development Specialist - Association Sales & Outreach

Farther Finance, LLC; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive comp package

Health benefits + 401(k) matching & 2%

Unlimited PTO

Job summary

Farther Finance, LLC is seeking a proactive outbound sales specialist to connect with condo and HOA boards from a remote location. You will initiate conversations, qualify opportunities, and book meetings for the Director of Institutional, with a clear growth path into leadership.

You’ll make 50+ calls daily, build rapport with boards and managers, log every touch in HubSpot, and help refine target lists and messaging as the team scales in fintech wealth tech.

Qualifications

• Experience in outbound sales, tele-sales, or business development.
• Proven track record of hitting activity goals.
• Clear, confident verbal and written communication with board volunteers and property professionals.
• Hands-on experience with HubSpot or a similar CRM.

Responsibilities

• 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

Skills

Outbound sales

Tele-sales

Business development

Phone communication

Tools

HubSpot

Job description

Remote

Company 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

As set forth in Farther’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.