Fintech Advisor Growth Prospecting Associate

Tech Sales Jobs; Dallas (TX); Híbrido; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation with uncapped

Health benefits

401(k) matching & Roth IRA

Unlimited PTO

Ground-floor startup opportunity

Descripción de la vacante

Farther is seeking an Associate on our Advisor Business Development team in a hybrid Dallas setting to start conversations with financial advisors and move them from first call to signed agreement. This high-volume outbound role rewards performance and rapid career growth within a fintech-forward wealth platform.

You will run discovery calls, build pipelines, and collaborate with senior teammates to accelerate deals, hitting monthly activity and pipeline targets while leveraging CRM tools and a

Formación

• 2+ years of sales or recruiting experience.
• A track record of meeting or exceeding quota.
• You enjoy cold calling and building pipeline from scratch.

Responsabilidades

• Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn
• Build and manage your own pipeline, keeping the CRM clean and your forecast honest
• Run discovery calls to understand an advisor's practice, goals, and timing
• Partner with senior teammates to move qualified advisors toward a signed agreement
• Hit and exceed monthly activity and pipeline targets

Conocimientos

Outbound prospecting

Pipeline development

Discovery calls

CRM usage

Quota attainment

Cold calling

Educación

Bachelor's degree

Herramientas

Salesforce

HubSpot

Descripción del empleo

Farther is seeking an Associate on our Advisor Business Development team in a hybrid Dallas setting to start conversations with financial advisors and move them from first call to signed agreement. This high-volume outbound role rewards performance and rapid career growth within a fintech-forward wealth platform.

You will run discovery calls, build pipelines, and collaborate with senior teammates to accelerate deals, hitting monthly activity and pipeline targets while leveraging CRM tools and a