• Job Description

  Req#: af6b6b9f-ff4a-494d-b394-7136584d9612
  Employer Industry: Financial Services
  
  Why consider this job opportunity:
  - Attractive total compensation package
  - Opportunity for career advancement and growth within a rapidly scaling company
  - Fully remote role, providing flexibility in work location
  - Employer-sponsored health insurance including medical, dental, and vision
  - 401k plan with a 5% match
  - Join a tech-forward environment focused on serving medical professionals
  
  What to Expect (Job Responsibilities):
  - Actively prospect and nurture leads to drive revenue goals by scheduling meetings and closing customers
  - Take ownership of the sales funnel from start to finish, motivated to achieve success independently
  - Build best practices around lead flow to efficiently transition clients from prospects to paying customers
  - Develop scalable strategies for the New Business Development team to enhance lead flow processes
  - Collaborate with the Director of Client Development to foster client relationships and convey value propositions
  
  What is Required (Qualifications):
  - Bachelor’s Degree
  - Minimum of 3 years of experience in business development at a Fintech company or Registered Investment Advisor (RIA)
  - Strong relationship-oriented mindset with a credible and trustworthy approach
  - Excellent written and verbal communication skills
  - Must be a self-starter, able to work independently and as part of a team in a fully remote environment
  
  How to Stand Out (Preferred Qualifications):
  - Knowledge of CRM systems such as Salesforce and Hubspot
  - Series 65 licensed or willingness to obtain the license within the first 60 days of employment
  - Ability to recognize and seize opportunities proactively
  - Experience working in a start-up environment with a focus on fiduciary responsibility
  - Strong quantitative sales mindset with a data-driven approach
  
  #FinancialServices #ClientDevelopment #RemoteWork #CareerGrowth #SalesOpportunities #FiduciaryResponsibility
  
  We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
  We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• About the company

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