
51 - 200 employés
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Flourish est une entreprise qui développe des outils permettant aux conseillers financiers d'étendre leurs services au-delà de la gestion traditionnelle de portefeuilles et d'offrir des solutions pour divers aspects de la vie financière de leurs clients. Leur objectif est d'améliorer les capacités des conseillers financiers, leur permettant de fournir des services financiers complets.
🕒 il y a 2 mois
🌵 Arizona, California, +2 états de plus – Distant
💵 $167 800 - $220 200 / an
⏰ Temps Plein
🔴 Expert
💰 Business Developer (BDR)
🦅 Parrain de Visa H1B
👻 Score fantôme 26%
🗣️🇺🇸🇬🇧 Anglais requis
Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

51 - 200 employés
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Flourish est une entreprise qui développe des outils permettant aux conseillers financiers d'étendre leurs services au-delà de la gestion traditionnelle de portefeuilles et d'offrir des solutions pour divers aspects de la vie financière de leurs clients. Leur objectif est d'améliorer les capacités des conseillers financiers, leur permettant de fournir des services financiers complets.
• 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
• 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.
• Competitive salaries • Bonus and incentive opportunities
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