Growth-Driven BD Associate for Financial Advisors

Triad Partners, LLC; Lawrence (KS); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services organization is seeking a Business Development Sales professional to drive growth by identifying and onboarding qualified financial advisors. This role involves cold calling, building relationships, and managing leads through effective communication. The ideal candidate excels in problem-solving, time management, and is comfortable in fast-paced environments. Join a team that values personal freedom while delivering exceptional client experiences.

Qualifications

• Experience in cold calling and outreach is essential.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Identify, engage, and onboard qualified financial advisors.
• Maintain comprehensive CRM notes on prospects and leads.
• Execute marketing campaigns through various channels.

Skills

Cold calling

Relationship building

Effective communication skills

Problem-solving

Time management

Tools

CRM software

Job description

A financial services organization is seeking a Business Development Sales professional to drive growth by identifying and onboarding qualified financial advisors. This role involves cold calling, building relationships, and managing leads through effective communication. The ideal candidate excels in problem-solving, time management, and is comfortable in fast-paced environments. Join a team that values personal freedom while delivering exceptional client experiences.