BD Specialist – Institutional Sales, Outreach

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $15M Series A on 2022-05

Insurance • Consulting • Finance

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 Description

• Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments • Research and engage key decision-makers using LinkedIn and other prospecting tools • Clearly and persuasively communicate Farther's value proposition, tailored to each organization's needs • Qualify prospective institutions and hand off warm opportunities to the sales team • Log and manage all outreach activity, notes, and lead status in the CRM, using the data to sharpen the approach over time

🎯 Requirements

• Prior experience in a direct outbound sales, tele-sales, or business development role • High energy and genuine comfort with sustained daily outbound calling • Excellent verbal and written communication skills, with the poise to speak with senior executives and board members • Self-motivated, coachable, and eager to build a long-term career in sales • Comfort learning and working within a CRM and prospecting tools • Hands-on experience with HubSpot or a similar CRM (bonus) • Experience with LinkedIn Recruiter or other prospecting platforms (bonus) • Familiarity with financial, investment, or consulting concepts (bonus)

🏖️ Benefits

• Competitive comp package that rewards impact • Work alongside some of the brightest minds in fintech • Ground-floor opportunity at a fast-scaling startup • Chart your own growth path as we expand • Full health benefits + 401(k) matching & Roth IRA options • Unlimited PTO