Director of Business Development

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🔥 4 horas atrás

🌵 Arizona, California, +2 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🤠 Texas – Remote

💵 $167.800 - $220.200 / ano

⏰ Tempo Integral

🔴 Especialista

💰 Desenvolvimento de Negócios (BDR)

🦅 Patrocina Visto H1B

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Flourish

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A Flourish é uma empresa que desenvolve ferramentas para capacitar consultores financeiros a expandirem seus serviços além da gestão tradicional de portfólios e oferecerem soluções para diversos aspectos das vidas financeiras de seus clientes. O foco deles está em aprimorar as capacidades dos consultores financeiros, permitindo que ofereçam serviços financeiros abrangentes.

Descrição

• Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption • Interact with key clients to understand and resolve complex issues related to the platform • Partner with our relationship management team to develop a coverage strategy for existing client relationships • Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization • Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools • Collaborate on the development of product and functional strategy for Flourish • Willingness to travel for sales pitches and conferences (<50% travel) • Stay current on general trends in the financial industry, and specifically within wealth management • Maintain excellent communication with internal Flourish stakeholders • Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

🎯 Requisitos

• Bachelor’s degree • 8+ years of related sales experience • Background in financial sales required, with some experience in financial technology strongly preferred • Either have a Series 7 or willingness to get a Series 7 within 60 days of joining • Experience working with Retirement Investment Advisors. • 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.

🏖️ Benefícios

• Competitive salaries • Bonus and incentive opportunities