Financial Services Business Development Pro

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-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