Business Development Associate

Triad Partners•Lawrence, KS

About The Position

The Business Development Sales Role is a key driver of growth at Triad Partners, responsible for identifying, engaging, and onboarding qualified financial advisors to join our organization. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience.

Requirements

Previous sales experience
Comfortability performing sales cold calls and cold outreach
Excellent communication skills, both written and verbal
Time management and ability to handle multiple tasks in a fast-paced environment
Exceptional problem determination skills with a high attention to detail
Ability to overcome objections

Nice To Haves

Previous knowledge of fixed index annuity products
Bachelor’s degree
Sales Certifications

Responsibilities

Call a list of qualified contacts through warm and cold calls to recruit to Triad (LEADS PROVIDED)
Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard into the Triad community
Develop a complete knowledge of our value proposition and our offerings with the ability to communicate strategy and execution into their business
Inspire qualified advisors to book discovery calls with the Director of New Member Outreach.
Assisting newly committed advisors in the on-boarding process through licensing and release
Execute marketing campaigns to prospects through e-mail, webinars and mail processes
Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details.
Update and track the progress of prospects in the sales process, ensuring no lead is overlooked.
Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status.
Engage and qualify prospects, removing those who do not align with Triad’s criteria.