FINRA Series 7 Licensed Business Development
Job Summary
Driven by results, the full-time Business Development Representative will engage with financial institutions to generate qualified leads through proactive outreach, utilizing CRM tools to track and nurture prospects while collaborating with Sales and Marketing teams.
Key responsibilities
- Research and identify target accounts within the financial services sector to create new business opportunities
- Conduct proactive outbound prospecting via various channels to generate and qualify leads
- Collaborate with internal teams to refine messaging and ensure a smooth hand-off of qualified leads to Sales
Required qualifications
- 2+ years of experience in a BDR, SDR, Sales Associate, or similar client-facing role, preferably in B2B tech or financial services
- Proven experience with CRM and workflow tools such as Salesforce, ZoomInfo, and LinkedIn Sales Navigator
- Strong interest in fintech or capital markets with a desire to learn and grow in the industry
- A bachelor's degree is preferred
- Willingness to obtain the FINRA Series 7 license within 12 months
Complete Job Description
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