Business Development Representative

Flourish•New York, NY

14h

About The Position

As an early member of our business development team, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through setting meetings through a high volume of outbound outreach, helping to prospect within existing clients, qualifying inbound leads, and managing conferences, events and lead lists oftentimes working independently while managing multiple initiatives. We will count on you to research untapped markets, identify potential relationships and share newly found industry knowledge with the team. As an external facing member of the team, sharp writing skills and the ability to think on your feet are vital. As you demonstrate success, your responsibilities may expand to include end-to-end management of the sales cycle, with opportunity to grow into closing and onboarding new business. Along the way, you will contribute to our overall sales efforts, from helping with conferences and events, digging into metrics and reporting, assisting in onboarding of new clients and overall customer success, managing our CRM and more.

Requirements

Bachelor’s degree
1+ years of related experience
FINRA Series 7 licensed
Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
Financial services background or true personal expertise with finance
Technology company background or native comfort with technology

Nice To Haves

Strong written and verbal communications
Ability to work independently as part of a fast moving team with minimal guidance
Capable of handling broad scope projects
Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams

Responsibilities

Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns
Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
Schedule meetings for the Business Development Team and qualify sales opportunities
Research new markets and identify new clients
Manage new lead sources, including list creation and management
Drive lead creation through outbound sales outreach—both email and over the phone
Help with conferences and events, including logistics, set-up and follow-up
Assist in activation of existing clients by prospecting into their advisor base
Contribute to CRM, sales technology, reporting, and team operations
Potential end-to-end sales cycle management, particularly of smaller clients