Business Development Consultant

Role Overview

The Business Development Consultant will make outbound calls to financial advisors, educate them on company products, and qualify prospects to schedule meetings. The role requires a strong communication and interpersonal skills, ability to work in a team environment, and a focus on achieving goals.

What You Will Do

The consultant will make an average of 60 outbound calls per day, educate advisors on company products, qualify prospects, and schedule meetings with external sales representatives. They will also maintain accurate records of calls, contacts, and appointments in CRM systems.

Why It Might Be a Fit

The ideal candidate will have a passion for sales, a strong understanding of financial products, and the ability to engage and educate financial advisors efficiently. They will also be self-motivated with a focus on achieving goals and comfortable working in a high-volume outbound calling environment.

Requirements

• 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

Benefits

• Health insurance
• Dental insurance
• Mental health insurance
• Vision insurance
• Short- and long-term disability insurance
• Life and AD&D insurance coverage
• Adoption/surrogacy benefits
• Wellness benefits
• Employee/family assistance plans
• Retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• Paid time off program (up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time)
• Statutory leaves of absence