Business Development Agent

Job not on LinkedIn

🕒 March 28

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

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Primis

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

🏦 Banking

💳 Fintech

Finance • Banking • Fintech

Primis is the first bank to get it right, combining the security of an FDIC-insured institution with the innovation of a tech company. They offer a range of financial services that are simple to navigate, breaking through the complexities of traditional banking to provide solutions that address real-world problems. Primis is committed to delivering services that actually serve the needs of their customers, operating as a Member FDIC and Equal Housing Lender.

📋 Description

• The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. • They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients. • Build and carry out strategic initiatives meant to bring new clients to the Bank. • Meet with perspective new clients within the industry, such as but not limited to: Real Estate Agents, Financial Planners, Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law), Title Agents, Insurance Providers, Banks /Credit Unions, Property Managers, Builders, Human Resource Departments, Relocation Companies, Clients.

🎯 Requirements

• High School diploma required. • Experience working in the real estate and mortgage industry. • Appropriate state licenses, if required. • Enjoys meeting new people and building relationships. • Excellent communication skills both verbal and written. • Personable and able to display high levels of customer service. • Organized and willing to follow a proven system. • Self-Motivated and shows initiative. • Driven by results and metrics. • This position doesn’t require a Mortgage Loan Officer License. This BDA will not take a loan application (1003) or discuss rates with any prospective consumer or industry participant. • Applicant must be willing to complete the pre-employment background process.

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. • Regular, reliable, and predictable attendance. • All other duties as assigned.