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Business Development Rep

2 months ago

Roanoke, United States STANSBERRY ASSET MANAGEMENT, LLC Full time $28 - $30
Job DescriptionJob Description

Job Summary:

As an entry-level Business Development Representative (BDR) at Stansberry Asset Management (SAM), you will play a crucial role in driving the company’s growth by identifying and developing new business opportunities. This role is ideal for recent college graduates eager to start their career in the financial services industry. You will collaborate closely with our business development and marketing teams to generate leads, engage with potential clients, and promote our investment advisory services. Your efforts will focus on building a strong pipeline of qualified prospects, contributing significantly to the success of SAM's business development initiatives.

Key Responsibilities:

  • Prospecting and Qualification: Reach out to leads through cold calls, and emails, to introduce the company's services, understand their needs, and qualify potential opportunities for further engagement.
  • Relationship Building: Build and nurture relationships with prospects by effectively communicating the value proposition of SAM. Conduct engaging conversations, respond to inquiries, and address concerns to establish trust and credibility.
  • Business Development Support: Collaborate with the sales team to assist in the development and execution of sales strategies. Provide support in preparing sales materials, presentations, and proposals tailored to the needs of prospective clients.
  • Market Research: Stay informed about industry trends, market developments, and competitor activities. Conduct market research and analysis to identify new business opportunities and keep abreast of changes that could impact on the company's growth.
  • CRM Management: Utilize customer relationship management (CRM) tools to maintain accurate records of lead interactions, manage the sales pipeline, and track progress towards revenue goals.
  • Continuous Learning: Stay updated on industry regulations, investment products, and financial markets to ensure a strong understanding of the company's offerings and to effectively communicate value to potential clients.

Qualifications:

  • Bachelor's degree in business, finance, economics, or a related field (or equivalent experience).
  • Previous experience in business development, sales, or a related role within the financial services industry, preferably in the RIA sector.
  • Strong knowledge of investment products, financial markets, and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with clients.
  • Proven track record of meeting or exceeding business development targets.
  • Self-motivated and driven, with the ability to work independently and collaboratively within a team.
  • Proficiency in using CRM software and other relevant business development tools.
  • Strong analytical and research skills to identify market trends and potential opportunities.
  • Ability to adapt to a fast-paced and dynamic work environment.

Why Work at SAM - We have a strong culture of collaboration Our employees love working for SAM because of our company's strong culture of collaboration, teamwork and mutual respect. We value employee input and provide opportunities for career growth and professional development.