Director of Business Development

🕒 vor 3 Monaten

🌵 Arizona, California, +2 weitere Bundesländer – Remote

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💵 $167.800 - $220.200 / Jahr

⏰ Vollzeit

🔴 Experte

💰 Mitarbeiter im Business Development (BDR)

🦅 H1B-Visum-Sponsor

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👻 Geisterscore 36%

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🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Flourish

Flourish

51 - 200 Mitarbeiter

💸 Finanzen

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Flourish ist ein Unternehmen, das Werkzeuge entwickelt, um Finanzberater zu befähigen, ihre Dienstleistungen über das traditionelle Portfoliomanagement hinaus zu erweitern und Lösungen für verschiedene Aspekte der finanziellen Lebensführung ihrer Kunden anzubieten. Ihr Fokus liegt darauf, die Fähigkeiten von Finanzberatern zu verbessern, damit sie umfassende Finanzdienstleistungen anbieten können.

Beschreibung

• 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

🎯 Anforderungen

• 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.

🏖️ Vorteile

• Competitive salaries • Bonus and incentive opportunities

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