Business Development Specialist – Association Sales, Outreach

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

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Logo of Farther

Farther

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

• Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day • Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional • Build early rapport with boards, managers, and gatekeepers • Log every touch in HubSpot and track calls, connects, and meetings so lists and messaging can be sharpened • Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations • Serve as the first point of contact for community association boards seeking financial advice

🎯 Requirements

• Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals • Genuinely comfortable on the phone, and not rattled by a cold call • Clear, confident verbal and written communication with board volunteers and property professionals • Hands-on experience with HubSpot or a similar CRM • Background in property management, community association management, insurance, or real estate is a bonus • Curiosity about finance and investing is a bonus; wealth management experience is not needed • Based near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans for the occasional local event is a 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

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