Growth-Focused Financial Advisor | Build Your Client Base

Prudential Financial; Town of Amherst (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Pension enhancement plan

Medical insurance

Vision insurance

Paid paternity leave

Paid maternity leave

Job summary

A financial services company is seeking a Business Development Manager to serve an existing client book and grow new business in the Amherst area. The role provides extensive resources and support for financial professionals, enabling them to deliver exceptional client experiences. Ideal candidates will have a strong background in finance, along with necessary licenses and an entrepreneurial spirit.

Qualifications

• Requires Series 6 and 63; Series 7 and 66 preferred.
• Insurance license required.
• Two or more years of industry experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using referral programs.
• Access to 20 different lead programs.

Skills

Client Management

Sales

Financial Analysis

Education

Insurance license

Series 6 and 63

Two or more years of industry experience

Job description

A financial services company is seeking a Business Development Manager to serve an existing client book and grow new business in the Amherst area. The role provides extensive resources and support for financial professionals, enabling them to deliver exceptional client experiences. Ideal candidates will have a strong background in finance, along with necessary licenses and an entrepreneurial spirit.