Entry-Level Financial Services Biz Dev Associate

Broad Reach Partners; Atlanta (GA); On-site; USD 42,000 - 65,000; Full time

Job summary

Broad Reach Partners is seeking an energetic professional to launch a career in sales and business development within the financial services arena. You’ll reach out to insurance agents and financial advisors, learn their business goals, and generate qualified leads for the sales team.

The role emphasizes relationship-building, initiative, and a structured, persistent approach to opening doors and developing opportunities for a long-term career in business development and sales.

Qualifications

• 1–2 years of professional experience, ideally after college.
• Outgoing, confident, and comfortable talking with new people.
• Strong communication and relationship-building skills.
• Motivated by a sales-driven environment and persistent follow-up.

Responsibilities

• Make 30–40 outbound calls per day to insurance agents and financial advisors.
• Build relationships with prospective advisors and understand their business, needs, and goals.
• Identify opportunities involving annuities, life insurance, case design, and other financial solutions.
• Qualify prospects and connect strong opportunities with the appropriate sales professional.
• Follow up consistently with prospects and develop relationships over time.
• Attend conferences, networking events, and company programs to meet prospective advisors.
• Maintain accurate prospect and activity information in the CRM.
• Work closely with the sales team on recruiting, lead generation, and business-development initiatives.
• Represent the company professionally and communicate the value and resources available to financial professionals.

Skills

Communication

Relationship building

Prospecting

Persistence

Organizational skills

Job description

Broad Reach Partners is seeking an energetic professional to launch a career in sales and business development within the financial services arena. You’ll reach out to insurance agents and financial advisors, learn their business goals, and generate qualified leads for the sales team.

The role emphasizes relationship-building, initiative, and a structured, persistent approach to opening doors and developing opportunities for a long-term career in business development and sales.