
Business Development Specialist
1 day ago
Business Development Specialist
- This role involves developing and implementing sales strategies to increase revenue and retain existing clients.
- Represent the company in sales efforts to promote its services to registered investment advisors.
- Develop new revenue opportunities and capitalize on referrals.
- Build and maintain critical contact relationships with firms involved in the distribution of the company's products.
- Excellent knowledge of financial services offerings and strong leadership skills.
- Possess strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking.
- Minimum of 3 years of experience in a field-based territory sales position selling financial services offerings to registered investment advisors.
- Minimum of 2 years of experience building and maintaining a customer account base.
- Series 65 license and industry certification.
Reside in the northeast territory including CT, DE, MD, MA, NJ, NY, PA or RI.
Attend ongoing training to maintain current knowledge of all markets and industry developments.
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