Business Development Representative

Job Summary

A company is looking for a Business Development Representative who will help scale their financial advisor offering to large advisory firms nationwide.

Key Responsibilities:

• Identify and research key prospects in financial advisory channels
• Engage potential clients through outbound prospecting methods
• Qualify and nurture leads, ensuring alignment before booking meetings with Account Executives

Required Qualifications:

• 1-3 years of relevant experience in sales, business development, or customer-facing roles
• Strong business acumen with an understanding of industry trends and decision-making processes
• Comfortable with outbound prospecting and engaging executives
• Highly organized and able to manage a high volume of leads and outreach activities
• Tech-savvy with the ability to learn and use CRM and sales engagement tools