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Business Development Officer

2 months ago

Saint Louis, United States SB Value Partners Full time $50,000 - $100,000
Job DescriptionJob Description

 

Job Summary:

Step into a high-energy, results-oriented role as a Business Development Officer. You will play a dynamic role in expanding our client base and fueling firm growth by visiting qualified prospects in market. This role blends field sales activities with a strategic focus on client engagement and development, allowing you to leverage both in-person and virtual interactions to drive business growth.

Key Responsibilities:

  1. Client Acquisition & Business Development:
  • Pursue and develop relationships with key decision-makers at banks and other financial institutions to build a client base.
  • Conduct dynamic face-to-face meetings and virtual consultations to understand prospect needs.
  • Collaborate with business development department to successfully hand-off prospect relationships by setting expectations, transferring knowledge, and conducting introductions
  • Actively develop and maintain a pipeline of prospect leads and investors through traditional sales methods
  • Learn, promote, and market a range of the SBV platform strategies
  • Collaborate with senior management to create and implement marketing strategies and campaigns.
  • Achieve individual and corporate weekly, monthly, and quarterly KPI goals (bank visits, calls, connects, appointments, meetings, presentations, etc.) and end-stage objectives (revenue generation).
  • Manage & prioritize opportunities through consistent and appropriate follow-up and communication, maintaining accurate notes and process within our CRM system

2. Work Environment (Hybrid):

  • The week will include 4 days in-market travel and 1 day in-office.
  • Rolling month average will be 3 weeks predominantly in-market travel and 1 week in-office remote work.
  • In-market travel will include on average visiting 4-7 financial institutions per day.
  • Travel may include visiting prospects, attending networking events, and visiting headquarters in San Antonio, TX.
  • Standard business hours with occasional evening or weekend commitments based on client availability and/or firm deadlines.

3. Collaboration and Team Synergy:

  • Work closely with the Business Development Department and other members of the firm to synchronize efforts and amplify success.
  • Engage in team meetings, training sessions, and continuous professional development activities.
  • Develop expertise in all aspects of firm's products, services, and leading-edge sales development approaches appropriate to our audience through internal and external training.

Qualifications:

Experience: Proven experience in outside sales or a similar role preferably in the financial industry

Skills: Strong sales and negotiation skills; excellent C-suite communication and interpersonal abilities; proficiency in CRM software and Microsoft Office Suite.

Certifications: Series 65 or comparable (CFA, ChFC, CFP, CIC, or PFS). Willing to sponsor S65 if not currently possessed.

Other: Ability to work independently and manage time effectively; flexibility to adapt to changing client needs and market conditions, professional work-from-home environment, goal-oriented and results-driven

Company DescriptionWe are a FinTech firm that specializes in platform sharing access to Community Financial Institutions. We are committed to providing tailored investment solutions and financial strategies to our institutional clients. We advise over $5.6 Billion of Community Financial Institution investment portfolios nationwide.Company DescriptionWe are a FinTech firm that specializes in platform sharing access to Community Financial Institutions. We are committed to providing tailored investment solutions and financial strategies to our institutional clients. We advise over $5.6 Billion of Community Financial Institution investment portfolios nationwide.