Business Development Officer

🕒 April 3

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

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Dynasty Financial Partners

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Set Regional Business Development Strategy: 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. • Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met. • Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. • Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. • Develop and implement innovative strategies to attract and engage potential clients. • Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. • Foster long-term partnerships and collaborations that drive business growth, enhance brand reputation, and create value for all parties involved. • Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. • Lead contract negotiations and commercial discussions to secure new business deals and partnerships. • Ensure agreements align with the organization's goals and objectives. • Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. • Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues.

🎯 Requirements

• Bachelor’s Degree in Business Administration, Finance, or related field. • Master’s Degree Preferred. • 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.

🏖️ Benefits

• 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