Business Development Consultant
$49,000–$49,000 year
HybridBoston, Massachusetts, United States
Job Summary
Conduct an average of 60 outbound calls daily to financial advisors within the Focus 500 region to educate them on company products and schedule meetings with external sales representatives. Qualify prospects, maintain accurate records of contacts and appointments in CRM systems, and collaborate with the sales team to ensure smooth handoffs. Achieve performance targets tied to contacts made, appointments set, show rates, and new producers while continuously improving product knowledge and sales communication techniques. Requires Series 7 and Series 66 securities licenses, a Bachelor's degree, and proficiency in CRM systems and Microsoft Office tools.
Required Qualifications
- Series 7 and Series 66 securities licenses (or combo of Series 63 and Series 65)
- Bachelor's Degree or equivalent experience
- Proficiency in CRM systems and Microsoft Office tools
- Must be able to make an average of 60 outbound calls per day
- Must be able to qualify prospects and schedule meetings with external sales representatives
- Must be able to maintain accurate records of calls, contacts, and appointments in CRM systems
- Must be able to achieve performance targets tied to: Contacts made, Appointments set, Show rates (advisor attends the scheduled meeting), and New Producers
- Must be able to continuously improve product knowledge and sales communication techniques
- Must be able to work in a changing fast paced environment
- Must be able to handle time efficiently and meet daily call targets
- Must be able to engage and educate financial advisors efficiently
Desired Qualifications
- Interest in Capital Markets
- Desire to acquire sales experience within the financial services industry
- Proven relationship management skills, including the ability to work in a team environment
- Strong verbal communication and interpersonal skills
- Strong time management, organizational, and problem-solving skills
- Self-motivated with a focus on achieving goals
- Comfortable working in a high-volume outbound calling environment
- Basic understanding of financial products and advisor needs (preferred)
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