Remote Growth Architect – Business Development

Triad Partners; Lawrence (KS); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Hybrid remote schedule

Open to Remote position for the right

Job summary

Triad Partners in the United States is seeking a dynamic Business Development Sales professional to identify, engage, and recruit qualified financial advisors to join our organization. This role relies on proactive outreach, relationship building, and guiding prospects through a clear sales process to deliver measurable growth.

You’ll own cold-calling strategies, create lasting connections with advisor offices, and collaborate with leadership to refine our value proposition.

Qualifications

• Previous sales experience
• Comfortability performing sales cold calls and cold outreach
• Excellent communication skills, both written and verbal
• Time management and ability to handle multiple tasks in a fast-paced environment
• Exceptional problem determination skills with a high attention to detail
• Ability to overcome objections

Responsibilities

• Call a list of qualified contacts through warm and cold calls to recruit to Triad (LEADS PROVIDED)
• Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard into the Triad community
• Develop a complete knowledge of our value proposition and our offerings with the ability to communicate strategy and execution into their business
• Appointment Setting: Inspire qualified advisors to book discovery calls with the Director of New Member Outreach.
• Assisting newly committed advisors in the on-boarding process through licensing and release
• Execute marketing campaigns to prospects through e‑mail, webinars and mail processes
• CRM Management: Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details.
• Master Sheet Oversight: Update and track the progress of prospects in the sales process, ensuring no lead is overlooked.
• Lead Generation: Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status.
• Lead Qualification: Engage and qualify prospects, removing those who do not align with Triad’s criteria.

Skills

Resilience

Persistent

Effective communication

Problem solving

Cold calling

Education

Bachelor's degree

Job description

Triad Partners in the United States is seeking a dynamic Business Development Sales professional to identify, engage, and recruit qualified financial advisors to join our organization. This role relies on proactive outreach, relationship building, and guiding prospects through a clear sales process to deliver measurable growth.

You’ll own cold-calling strategies, create lasting connections with advisor offices, and collaborate with leadership to refine our value proposition.