Growth-Focused Financial Services BD Associate

Barnum Financial Group; Seattle (WA); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Base salary with bonus potential

Job summary

Barnum Financial Group is seeking a motivated Business Development Associate in Seattle to leverage personal drive, people skills and commitment to guide clients toward secure financial futures. You will call warm prospects, answer inquiries, collect client information and schedule appointments with Advisors.

The role emphasizes a strong base salary with significant bonus potential and growth through licensing, skill development and training in a fast-paced environment.

Qualifications

• 1+ years industry experience preferred.
• Bachelor's Degree preferred.
• Salesforce CRM experience ideal.
• Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required.

Responsibilities

• Outbound calls to warm prospects to discuss their benefit options.
• Answer incoming calls from prospective clients with professionalism.
• Gather facts from prospective clients to better assist and direct.
• Schedule appointments with the appropriate Advisor on the team.
• Use scripts to deliver information regarding the client’s benefits and the services our company can provide.
• Manage internal Salesforce platform and systems so client information is up to date and accurate.
• Growth opportunity for increased client engagement with proper licensing, skill development and training provided.

Skills

Self-starter

Energetic

Outgoing

Client-first attitude

Excellent communication

Team player

Discretion & confidentiality

Strong presentation

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft Office

Job description

Barnum Financial Group is seeking a motivated Business Development Associate in Seattle to leverage personal drive, people skills and commitment to guide clients toward secure financial futures. You will call warm prospects, answer inquiries, collect client information and schedule appointments with Advisors.

The role emphasizes a strong base salary with significant bonus potential and growth through licensing, skill development and training in a fast-paced environment.