Financial Services Growth & Partnerships Specialist

CG Financial Services; Williamston (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Job summary

A financial services firm in Michigan is seeking a self-motivated Business Development Specialist to drive growth. This entry-level position involves lead generation, client relationship building, and market analysis, focusing on organic growth rather than portfolio management. Excellent communication skills and proficiency in CRM software like Salesforce are essential. Join a collaborative environment that values your contributions and provides competitive compensation and benefits.

Qualifications

• Bachelor’s degree or relevant experience in business, finance, or a similar position.
• 1-4 years of experience in sales or business development.
• Strong communication skills with stakeholders.

Responsibilities

• Identify and research prospective clients in the financial services sector.
• Schedule meetings and follow up with leads.
• Collaborate with the sales team to convert leads into clients.

Skills

Excellent communication skills

Time management

Negotiation

Proficiency in MS Office

CRM software experience

Networking

Lead generation

Education

Bachelor’s degree in business, finance, or related field

1-4 years of experience in sales or business development

Tools

Salesforce

Graphic design tools

Job description

A financial services firm in Michigan is seeking a self-motivated Business Development Specialist to drive growth. This entry-level position involves lead generation, client relationship building, and market analysis, focusing on organic growth rather than portfolio management. Excellent communication skills and proficiency in CRM software like Salesforce are essential. Join a collaborative environment that values your contributions and provides competitive compensation and benefits.