Business Development Rep
On-siteDallas, Texas, United States or Westlake, Texas, United States
Job Summary
Proactively identify and engage prospective clients through outbound calls, email, and other business development channels. Conduct thoughtful discovery conversations to understand prospects' financial situations, investment objectives, concerns, and broader wealth management needs. Qualify prospective clients and identify opportunities where SAM's investment management and wealth planning solutions may provide meaningful value. Clearly communicate SAM's investment philosophy, wealth management capabilities, client experience, and competitive advantages. Educate prospective clients on SAM's approach and help them understand how our services differ from other wealth management alternatives. Build trust and meaningful relationships with prospective clients through consultative conversations, active listening, professionalism, and consistent follow-up. Generate qualified meetings for regional team and ensure a smooth transition of relevant prospect information. Maintain accurate and timely prospect activity and pipeline information within the CRM.
Required Qualifications
- Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
- Must have your SIE and/or a Series 65
- Previous experience in business development, sales, financial services, or a related field
- Knowledge of investment products, financial markets, and wealth management concepts
- Excellent verbal and written communication skills with the ability to build trust and credibility with prospective clients
- Strong consultative selling, persuasion, and relationship-building skills
- Highly motivated, competitive, resilient, and accountable for achieving measurable results
- Strong organizational skills with the ability to manage multiple prospects and maintain consistent follow-up
- Experience using CRM software and other business development tools
- Ability to work independently while contributing to a collaborative, fast-paced, and performance-driven team
Desired Qualifications
- RIA industry experience
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