Role Overview
The Business Development Specialist builds Melone Hatley’s referral network and leads and turns current clients and community relationships into new and repeat business. This role makes sure clients leave with more than a resolved case by providing trusted referrals for what comes next and a firm they turn to again for estate planning and other services.
What You Will Do
Key Responsibilities: Referral Partner Network, Community & Market Presence, Client Growth & Cross-Selling, Reporting.
Why It Might Be a Fit
Success Measures: Active Referral Partners, Inbound Partner Referrals, Client Referrals Made, Cross-Sell Consults, Cross-Sell Retentions.
Requirements
- 5+ years of experience in business development, referral marketing, or client relationship roles
- 2+ years managing a team, including hiring, coaching, and setting goals
- A record of building referral relationships that produced measurable business
- Comfort with consultative conversations about sensitive topics with real empathy for clients in family transitions
- Working knowledge of CRM tools – HubSpot experience is a plus
- Strong organization and the ability to manage many relationships across several markets
- Willingness to travel regularly between offices and attend some evening events
- Experience at a law firm or with attorney marketing rules is favorable
- An existing network of financial advisors, therapists, or other partners in one or more of our markets would be advantageous
- Experience cross-selling services, such as estate planning, insurance, or financial planning is desirable
- Bachelor’s degree or equivalent experience is required
Benefits
- 100% Employer Paid Medical Benefits for Employees and Dependents
- Dental, Vision, and Life Insurance
- 401 (k) Matching
- Paid Time Off and Holiday Pay
- Paid Parental Leave
To apply for this job please visit apply.clearcompany.com.
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