New Business Development Professional

About Client Acquisition

We are looking for a driven professional to join our team as a New Client Acquisition Associate in the financial services industry. As a key member of our team, you will play a vital role in identifying potential clients and developing strategies to acquire new business.

This exciting opportunity offers a competitive base salary plus variable compensation based on performance. The ideal candidate is an energetic relationship builder with a passion for sales and a proven track record of exceeding goals.

The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. A bachelor's degree in business or a related field is preferred, along with relevant experience in financial services.

In addition to a competitive salary and bonus structure, we offer a comprehensive benefits package, including medical, dental and vision coverage, health savings account, life insurance, disability benefits, 401(k) plan, paid time off, holidays, parental leave, caregiver leave, tuition reimbursement and more.

Key Responsibilities:

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• Develop and implement sales strategies to acquire new clients.

• Build and maintain relationships with existing clients to increase loyalty and retention.

• Utilize Salesforce customer relationship management software to prioritize work queues, accurately record data entry of interactions with prospects and input new client opportunities for advisors.

• Maintain awareness of current market trends and education in the financial industry.

• Expand knowledge and experience in the financial industry through training and professional development opportunities.

Qualifications:

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• Bachelor's degree in business or a related field.

• Relevant experience in financial services.

• Excellent communication and interpersonal skills.

• Able to work effectively in a fast-paced environment.

• Proven track record of exceeding goals.

• Series 7 and 66 (or 63 & 65) preferred.

• Familiarity with Salesforce and Support Org functionality.

Equal Opportunity Employer:

We are an equal opportunity employer and welcome applications from diverse candidates. We comply with all applicable laws and regulations regarding employment discrimination and harassment.