Business Development Representative

Job Summary

A company is looking for a Business Development Representative.

Key Responsibilities

• Identify, create, and respond to defined accounts via phone and email
• Qualify interested financial advisors and introduce them to Account Executives
• Educate prospective clients on the sales process to establish positive client relationships

Qualifications & Experience

• Prior sales training and/or experience with cold/warm calling
• Experience in fintech or within the financial advisor community is a plus
• Proactive, personable, and approachable demeanor with a focus on delivering high-quality results
• Grit, determination, and a positive attitude
• Bachelor's degree in Finance, Business, Economics, or a related field is a plus