Financial Business Development Representative
Chicago, IL
Full Time
Entry Level
Business Development Representative
We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.
Primary Responsibilities:
Skills/Qualifications:
Compensation:
$55k, plus commissions
We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.
Primary Responsibilities:
- Generate appointments by means of proactive outbound prospecting
- Consult with financial advisory firms with the purpose of learning about their current technology
- Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points
- Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation, helping prospects with Advyzon trial subscriptions, and various sales related administrative tasks
Skills/Qualifications:
- 1+ years relevant work experience
- Bachelor’s degree strongly preferred
- Candidates should have general knowledge and/or experience in financial services
- Excellent verbal and written communication abilities
- Ability to deliver professional presentations
- Strong organizational skills
- Team player
- Ability to work independently
Compensation:
$55k, plus commissions
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