Job Description Summary Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meet specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Responsibilities Initiates outbound sales calls and responds to incoming calls and inquiries, including follow‑up, sending out materials and obtaining and evaluating background information. Participates in professional organizations and activities to expand network of business contacts. Establishes and maintains a prospect database. Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support and other sales functions on behalf of the financial advisors. Executes business development strategies on behalf of the branch. Gathers information and data on prospects to be used in the sales process. Follows‑up with financial advisors to ensure high quality service delivery. Performs other duties and responsibilities as assigned. Education and Experience Requirements Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment. An equivalent combination of experience, education and/or training as approved by Human Resources. Licenses and Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 Education: Bachelor’s – Accounting, Business Administration, Finance or other relevant majors. Certifications: S65 – Uniform Investment Adviser Law Examination (FINRA), S66 – Uniform Combined State Law Examination (FINRA), S7 – General Securities Representative Examination (FINRA), SIE – Securities Industry Essentials Exam (FINRA). Salary Range $35,568.00 – $120,000.00 Travel Less than 25% Workstyle Hybrid Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr
Sales Development Associate-Bethesda, MD • Bethesda, MD, United States
Dreamcrafters Management is a business development and sales company that executes promotional campaigns to drive sales on behalf of our brand partners.Our partners rely on us to increase revenue, ... Mostrar más
Zales Seasonal, Part-Time, and Full-Time Team Member Opportunity.Zales is now hiring seasonal, part-time, and full-time team members! Do you thrive on building personal relationships that will last... Mostrar más
At Prologis, we don't just lead the industrywe define it with a 1.We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds.From ag... Mostrar más
The incumbent develops and executes retailer recruitment and business development initiatives with the goal of increasing the number of licensed lottery sales agents ("retailers").The incumbent is ... Mostrar más
Join Us To Empower The World To Work Out.At Life Fitness / Hammer Strength, we're not just building equipmentwe're shaping the future of fitness and inspiring healthier lives around the world.As th... Mostrar más
Are you competitive, ambitious, and ready to make an impact? We're looking for a Sales Associate who thrives on challenges, loves solving problems, and wants a clear path to career growth in strate... Mostrar más
Schedule/Hours:Full-time; 9:00 AM - 4:30 PMMonday - FridayThis position is responsible for:Under the direct supervision of the Director of Major Gifts & Donor Services and the indirect supervis... Mostrar más
Development AssociateDays End Farm Horse Rescue (DEFHR)Woodbine, MD Full-Time OnsiteAre you someone who loves connecting with people, telling meaningful stories, and inspiring others to support a m... Mostrar más
Business Development Manager - Flygt ADS (Automation & Digital Solutions).Business Development Manager - Flygt ADS (Automation & Digital Solutions) to support, develop, and drive the sales efforts ... Mostrar más
Build your career at Sazerac! With almost 400 years of rich history, Sazerac Company has thrived as an independent, American family-owned company with operations in the United States and around the... Mostrar más
Abbott is a global healthcare leader that helps people live more fully at all stages of life.Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses an... Mostrar más
Business Development Associate.Purpose: Lead generation for Hackett sales associates.Assist with development of campaign approach (hardcopy mailings, e-mail, pre-calls, post calls, etc.Generate web... Mostrar más
A leading print and marketing firm is looking for a Sales Associate.This full-time entry-level position includes a comprehensive four-month training program to equip you with essential sales strate... Mostrar más
Sales Development Representative (SDR).Our predictive intelligence and real-time insights help public sector stakeholders gain actionable visibility into maritime activity, supporting mission-criti... Mostrar más
This role is responsible for providing analytical and coordination support for the Global Business Development group.Job Profile Tasks/Responsibilities:.Assist in gathering information to identify ... Mostrar más
Dexterous Organizing is a results-oriented lifestyle company for dynamic, goal-oriented, vivacious professionals.We help our clients put the pieces of their lives together with organization.We beli... Mostrar más
Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the def... Mostrar más
Who We AreFounded in 2012, Dalian currently controls over 1,000 luxury multifamily units in San Antonio, TX and Philadelphia, PA, with additional projects under construction or in predevelopment in... Mostrar más
Position Summary:Reporting to the Director of Development, the Development Associate supports the organization's fundraising and donor stewardship efforts through database support, event coordinati... Mostrar más
Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the def... Mostrar más
