Business Development Representative

Role Overview

The Business Development Representative engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. They will proactively reach out to potential customers through phone calls, emails, and LinkedIn, using advanced technology and company tools.

What You Will Do

Conduct research, find compelling events, and personalize sales communications. Source, prepare for, and participate in business meetings with prospective clients. Promote the company’s products/services addressing or predicting clients’ objectives.

Why It Might Be a Fit

The ideal candidate has excellent relationship building skills, a track record of success, and the ability to be a team player while making independent decisions.

Requirements

• Excellent relationship building skills and natural curiosity
• Track record of success in life
• Competitiveness – passion & drive, solid work ethic, motivation
• Ability to be a team player while also making independent decisions
• Strong computer skills, including proficiency in Microsoft Office
• Excellent attention to detail and strong documentation skills
• Outstanding verbal and written communication skills
• Strong organizational and interpersonal skills
• Exceptional problem-solving abilities

Benefits

• Health/vision/dental insurance
• 401(k)
• PTO
• Parental leave
• Medical leave
• STD/LTD insurance benefits