Responsibilities:
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Serve as the primary contact for prospective clients, guiding them through the firm’s service offerings.
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Develop and execute sales strategies to meet and exceed revenue targets.
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Identify and cultivate new business opportunities through networking, referrals, and targeted outreach.
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Maintain strong relationships with existing clients to encourage repeat business and referrals.
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Collaborate with internal teams to customize proposals and presentations tailored to client needs.
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Track market trends and competitor activities to refine sales approaches.
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Represent the company at industry events, conferences, and client meetings.
Qualifications:
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3+ years of experience in sales, business development, or client acquisition (experience in financial services preferred).
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Proven ability to meet or exceed sales targets.
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Bachelor’s degree from an accredited university.
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Strong communication, negotiation, and presentation skills.
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Detail-oriented, highly organized, and self-motivated.
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High level of integrity and professionalism.
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Client-focused mindset with a passion for building long-term relationships.
Compensation & Benefits:
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Compensation Range: $80,000 – $120,000 base plus performance-based incentives and commissions.
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Compensation will be determined based on skills, experience, and qualifications, in line with applicable law. The company reserves the right to adjust the pay range at any time.
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Generous benefits include: Fully Paid Medical Plan (no in-network co-pays or deductibles), Dental, Vision, Life and AD&D, Long-Term Disability, Short-Term Disability, FSA, and a generous 401(k) match (Traditional and Roth options).