We are seeking an ambitious, motivated, & hard-working Business Development Specialist to join our team. This individual will be the public face of the company, helping drive sustainable company growth & profitability through new customer acquisition. The successful candidate will have personal drive, sales strategy expertise, and a proven record of sales success.

We offer a great work environment, unlimited Commissions, benefits, & a guaranteed income of $3,000+/month, though a successful professional can easily earn $10,000+/month.

Professional Traits

• Excellent customer service & communication skills.
• Strong presentation skills.
• Proven record of sales success.
• Aptitude for market research & analysis.
• Fluent reading, writing, & speaking English.
• Time management & planning skills.
• Goal oriented team player.
• Eager to expand the company through new customer acquisition.

Responsibilities

Business Development Specialist responsibilities include;

• Business Development.
• Finding, following, & closing sales leads.
• Market research & analysis.
• Creation, implementation, & management of a goal-oriented sales strategy.
• Creating sales processes & presentations.
• Managing sales records.
• Managing company & customer expectations.
• Networking among potential ideal customers.
• Promote company services.
• Maintaining a high level of confidentiality of all Customer & Company information at all times.
• Build & maintain extensive industry knowledge.
• Successfully interacting with all levels of management.
• Performing other duties & tasks as assigned.

Qualifications

Minimum Education:

• High School Diploma

Minimum Experience:

• 24+ months professional sales experience.

Required License:

• Currently hold a Series 65 license, or at company expense, have the ability to train, test, & earn a Series 65 license within 1 month of employment.

Minimum Job Skills:

• Exceptional customer service skills with a positive attitude & professional demeanor.
• Clear speaking voice with excellent communication skills.
• Reliable self-starter able to successfully work under minimal supervision.
• Ability to successfully complete tasks with minimal written or oral instructions.
• Intermediate level computer skills.
• Working knowledge of Microsoft Office suite.
• Ability to quickly learn new software, procedures, & tasks.
• Working knowledge of office equipment.
• Working knowledge of basic mathematics.
• Fluency in reading, writing, & speaking English.
• Ability to successfully multi-task through organization & prioritization.
• Ability to work with others on a professional team.
• Problem solving ability.
• Attention to detail.
• Ability to pass a thorough pre-employment background check & drug test.
• Personal financial responsibility.
• Strict adherence to compliance regulations.
• Desire to professionally improve & advance while contributing to the professional success of the company.

Preference:

• Possession of professional credentials & certifications demonstrating advanced sales knowledge & skill.
• As a veteran owned & operated company, we five hiring preference to Honorably Discharged veterans of the U.S. Armed Forces.

Wages & Benefits

Unlimited Commission & Benefits with a guaranteed income of $3,000+/month, though a talented professional can easily earn $10,000+/month.

Benefits:

• Paid Training
• Health/Rx, Dental, & Eye Insurance Stipend
• Basic Life Insurance
• Paid Vacation
• Paid Sabbatical
• Paid Sick Days
• Paid Bereavement Leave
• Paid Birth/Adoption Leave
• Paid Holidays
• Retirement Plan
• Employee Stock Purchase Plan
• Free Company Services
• Written Objectives & Annual Performance Review
• Written Career Track
• Opportunity for Advancement

To Apply

To apply please email your resume to [email protected]

No telephone calls or walk-ins.

About Us

We are an independent, fee only, fiduciary, registered investment advisor specializing in financial planning based asset management for Individuals & Families, the businesses they own, and the trusts that benefit them, with a niche focus on Generation X (b. 1982-1967) & Millennials (b. 1983-1998).

As a small company, you will not be an unknown & unappreciated employee number. You will work closely with all levels of management and have opportunities to provide your input on company planning & strategy; you can make your mark on the company.