Advyzon
Business Development Representative - Financial Services
Chicago, IL - Full Time
About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
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:
$52,500 + incentives
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
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:
- 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
- Advyzon was recently named to the "Best Places to Work in Fintech" list for the third time
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
Benefits Summary:
- Healthcare coverage starting at $0 out of pocket for individuals
- HSA with annual company contribution ($200/individual, $350/family)
- Vision and Dental offered
- Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
- $50K life and AD&D coverage at no charge
- 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
- Unlimited PTO policy
$52,500 + incentives
