Growth-Focused Sales Development Specialist

Fwainvest; Bethesda (MD); Hybrid; USD 35,568 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Benefits

Retirement Savings

Paid Time Off

Job summary

Raymond James in Bethesda, MD seeks a Sales Development Associate to support financial advisors by building client pipelines through prospecting, networking and community involvement. You will initiate outbound calls, respond to inquiries, and help create marketing content to attract clients.

In this hybrid role, you’ll establish a prospect database, participate in seminars and branch presentations, and help translate market trends into outreach strategies.

Qualifications

• Bachelor’s degree required; 3+ years in financial services.
• Experience in marketing or sales in financial planning or investment management preferred.
• SIE, Series 7, S65, S66 examinations required per FINRA.

Responsibilities

• Initiates outbound sales calls and responds to inquiries, including follow-up and sending materials.
• Participates in professional organizations to expand network of business contacts.
• Maintains and leverages a prospect database for client acquisition.

Skills

Outbound sales

Prospecting

Networking

Client relationships

Education

Bachelor’s degree

Job description

Raymond James in Bethesda, MD seeks a Sales Development Associate to support financial advisors by building client pipelines through prospecting, networking and community involvement. You will initiate outbound calls, respond to inquiries, and help create marketing content to attract clients.

In this hybrid role, you’ll establish a prospect database, participate in seminars and branch presentations, and help translate market trends into outreach strategies.