On-Site Inside Sales & Outreach Associate

John Ingraham, LLC an E.A. Buck company

Denver (CO)

On-site

USD 50,000 - 100,000

Full time

2 days ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health insurance
PTO
Holidays
401k with matching

Job summary

E.A. Buck is seeking a Business Development Sales Associate to join our Denver or Honolulu team. The full-time, on-site role blends client outreach with relationship-building for financial advisors and community events.

Based in Denver, CO or Honolulu, HI, you will drive sales, schedule meetings, and maintain your prospect pipeline while thriving in a collaborative culture. Compensation includes base pay plus commissions and a comprehensive benefits package.

Qualifications

  • 2 years of sales experience, ideally inside sales.
  • Candidate should be metrics driven, self-directed, self-motivated, have strong communication skills and organization skills.
  • Candidates who are determined, goal-oriented, and have strong sales and customer relationship skills will do best in the role.
  • Basic computer skills required.

Responsibilities

  • Schedule client meetings with Financial Advisors.
  • Call and invite clients to appreciation events, promotional educational workshops and promote community outreach events.
  • Maintain client contact database with detailed data entry notes and maintain a list of prospecting leads. Provide performance data reports.
  • Track Key Performance Indicators that are critical functions to the position.
  • Assist with workshop and community outreach events; setup/breakdown of events and prepare materials.

Skills

Sales experience
Communication skills
Self-directed
Organized
Charismatic

Job description

E.A. Buck is seeking a Business Development Sales Associate to join our Denver or Honolulu team. The full-time, on-site role blends client outreach with relationship-building for financial advisors and community events.

Based in Denver, CO or Honolulu, HI, you will drive sales, schedule meetings, and maintain your prospect pipeline while thriving in a collaborative culture. Compensation includes base pay plus commissions and a comprehensive benefits package.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Business Development Associate
Business Development Associate

John Ingraham, LLC an E.A. Buck company • Denver (CO)

On-site
USD 50,000 - 100,000
Health insurance
PTO
Holidays
+1
Regional VP, Wealth Management & Advisor Growth
Regional VP, Wealth Management & Advisor Growth

Advisor Talent Solutions • Pleasanton (CA)

On-site
USD 90,000 - 110,000
100% employer paid health, dental and vision insurance
Paid vacation (PTO) and holidays
401k with generous matching
Regional Vice President - Honolulu, HI
Regional Vice President - Honolulu, HI

Advisor Talent Solutions • Honolulu (HI)

On-site
USD 90,000 - 110,000
Unlimited upside potential salary
100% employer-paid health, dental and vision insurance
401(k) with generous matching
+1
Financial Office Coordinator - Growth & Operations
Financial Office Coordinator - Growth & Operations

ADP, Inc. • Honolulu (HI)

On-site
USD 50,000 - 64,000
Health insurance
Dental insurance
Vision insurance
+4
Regional Vice President
Regional Vice President

E.A. Buck Financial Services • Bellevue (WA)

Hybrid
USD 90,000 - 110,000
Health, dental, and vision insurance
401k with generous matching
Paid vacation (PTO) and paid holidays
New Business Processor – Wealth Management Onboarding
New Business Processor – Wealth Management Onboarding

ADP, Inc. • Honolulu (HI)

On-site
USD 52,000 - 78,000
Regional Vice President
Regional Vice President

E.A. Buck Financial Services • Honolulu (HI)

Hybrid
USD 90,000 - 110,000
100% employer paid health, dental and vision insurance
Paid vacation (PTO) and paid holidays
401k with generous matching
Lead Financial Advisor
Lead Financial Advisor

E.A. Buck Financial Services • Greenwood Village (CO)

On-site
USD 90,000 - 130,000
Employer-paid health insurance
HSA & FSA plans
401k with generous match
+2
Tax Associate: Denver On-Site, Client-Focused Growth
Tax Associate: Denver On-Site, Client-Focused Growth

E.A. Buck Financial Services • Denver (CO)

On-site
USD 60,000 - 85,000
Health, dental, vision insurance (emlo
401(k) with matching
Paid vacation (PTO) and holidays
New Business Processor — Wealth Management (Honolulu)
New Business Processor — Wealth Management (Honolulu)

ADP, Inc. • Honolulu (HI)

On-site
USD 42,000 - 56,000
Health Insurance (employer paid)
Dental Insurance (employer paid)
Vision Insurance (employer paid)
+6