
51 - 200 employees
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.
🔥 5 minutes ago
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51 - 200 employees
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.
• Develop and execute business development strategies to achieve the organization's goals and objectives. • Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive revenue growth. • Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met. • Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. • Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. • Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. • Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms.
• Bachelor’s Degree in Business Administration, Finance, or related field. • Proven experience in business development, sales, or a related field, with a track record of driving revenue growth and achieving business targets. • Strong strategic thinking and analytical skills, with the ability to identify and evaluate new business opportunities. • Excellent negotiation skills, with the ability to build rapport, influence decision-makers, and close deals. • Strong communication skills (both oral and written) and interpersonal skills. • Strong organizational and time management skills are needed to maintain a healthy pipeline, prioritize workload, handle multiple tasks, and meet deadlines. • Detail oriented, able to work independently and effective at completing projects/tasks on time and on budget.
• Health Insurance • Dental insurance • Vision insurance • Retirement plan • 401(k) • 401(k) matching • Paid Time Off • FSA/HSA benefits plans • Disability benefits • Voluntary Life Insurance • Basic Life Insurance
Apply Now🔥 17 minutes ago
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