Business Development Associate
3 weeks ago
Company Description At ViewPoint Partners, we're all about technology, relationships, and client service. Through our companies, Fairview and FilePoint, we excel in utilizing regulatory technology to provide services that help our investment adviser and investment company clients fulfill the ever-changing compliance, regulatory, and reporting requirements that come along with the financial services industry. ViewPoint Partners' shared operations team advances Fairview and FilePoint's mission by enabling each business to spend more time focusing on providing clients with exceptional service and tailored solutions. Why ViewPoint Partners? At ViewPoint Partners, our team excels based on the self-motivation, ambition, and drive of our employees. We seek exceptional candidates who embrace challenges, welcome increasing responsibilities, and thrive in a fast-paced, dynamic environment that exposes them to team interaction, qualitative and quantitative analysis process, and a philosophy of providing unparalleled service to our clients. Our team-oriented environment offers a great opportunity for career growth. Responsibilities:Maintain in-depth knowledge of our product portfolio and industry trends to effectively communicate value propositions to customers.Become well-versed in how to manage and utilize CRM tool, sales pipeline tool and prospect database to support Sales goals.Assist in developing and maintaining a real-time process for managing, updating and monitoring sales pipeline and all prospect-related activities.Maintain contact listManage outreach to high engagement leads/coordinate with leadership on follow up, as needed.Attend weekly meetings to summarize activity and be prepared to report on outreach with Business leads.Schedule and conduct initial sales calls. Utilize CRM system to manage call notes and action items.Build prospect relationships- send additional information, nurture/post information follow up, guide the prospect toward a call with the business leader.Coordinate with Marketing team and business leaders to compile proposal/materials for lead follow up.Attend conferences, as needed. RequirementsQualifications:Bachelor's degree in business, finance or related field Experience with HubSpot CRM a plus Strong interpersonal and presentation skills Organizational and time management skills, with ability to work in a fast-paced environment. Self-starter who takes on responsibility and initiative.Some travel may be required.Experienced in Microsoft Office 365.Working at ViewPoint PartnersAt ViewPoint Partners, we understand that our employees are our greatest assets. That's why we offer competitive salaries, excellent career opportunity and a rich competitive benefits package: including 100% health care coverage for full-time employees AND dependents, as well as dental, vision and life insurance, a 401(k) with a match and generous paid time off. All employees get the full experience - including a collaborative and supportive work environment, professional development opportunities and companies who truly care about their employees, services and clients. And we take pride in our diverse workforce, because we know that our differences make us stronger. ViewPoint Partners is based in Raleigh, NC, which is consistently ranked on U.S. News & World Report's annual list as one of the Best Places to Live. What makes us different 100% employee-owned Rich benefits package including 100% health care coverage for full-time employeesCompetitive salaries Ample professional development opportunities Collaborative, diverse team EEO StatementViewPoint Partners, LLC. and / or each of its affiliated persons and entities (together referred to herein as the "Company") provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. In addition to federal law requirements, Fairview, LLC. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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Business Development Associate
1 week ago
Raleigh, North Carolina, United States Primary Residential Mortgage Full timeJob Title: Business Development AssociateJob Summary:Primary Residential Mortgage (PRMI) is seeking a Business Development Associate to generate interest in employment opportunities through direct phone contact with prospective candidates.Key Responsibilities:Schedule appointments with prospective candidates and hiring managersMaintain schedules and...
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Business Development Associate
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Raleigh, North Carolina, United States CarMax Full timeJob Summary:Mentor and guide a team of Business Office Associates, ensuring seamless day-to-day operations and exceptional customer satisfaction. Key responsibilities include mentoring and developing team members, assisting store personnel with daily functions, participating in on-call rotations, and providing top-notch customer service. This role requires...
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Business Development Associate
7 days ago
Raleigh, North Carolina, United States Primary Residential Mortgage Full timeJob Summary:The Business Development Associate will be responsible for generating interest in employment opportunities at Primary Residential Mortgage via direct phone contact with prospective candidates. The ideal candidate will have a demonstrated proficiency with cold-calling and telephone sales, as well as previous experience making appointments and...
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Business Development For BPO Company
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Raleigh, United States ValuedHR Business Services LLC Full timeFulltime Position: Business Development Manager (Commission Only Bonuses) ValuedHR Business Services LLC is a leading Business Process Outsourcing (BPO) company based in Raleigh NC. We are seeking a highly motivated and resultsdriven Business Development Manager to join our team on a fulltime contract basis. Responsibilities: Develop and implement business...
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Business Development Associate
4 weeks ago
Raleigh, United States Primary Residential Mortgage Full timePosition purpose - Responsibilities/Duties/Functions/Tasks The purpose of this position is to generate interest in employment opportunities at PRMI via direct phone contact with prospective candidates. Perform internet research to obtain candidate contact information when necessary • Schedules appointments with prospective candidates and Hiring Managers...
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Business Development Associate
4 weeks ago
Raleigh, United States Primary Residential Mortgage Full timePosition purpose - Responsibilities/Duties/Functions/Tasks The purpose of this position is to generate interest in employment opportunities at PRMI via direct phone contact with prospective candidates. Perform internet research to obtain candidate contact information when necessary • Schedules appointments with prospective candidates and Hiring Managers...
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Business Development Associate
2 weeks ago
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Business Development Associate
2 weeks ago
Raleigh, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Business Development Director - RIA to join our Sales team. This is a hybrid role, with in-office work required at our Raleigh, NC office location. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
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Business Development Associate
2 weeks ago
Raleigh, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Business Development Director - RIA to join our Sales team. This is a hybrid role, with in-office work required at our Raleigh, NC office location. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...
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Business Development Associate
3 weeks ago
Raleigh, United States Fairview Investment Services Full timeCompany Description At ViewPoint Partners, we're all about technology, relationships, and client service. Through our companies, Fairview and FilePoint, we excel in utilizing regulatory technology to provide services that help our investment adviser and investment company clients fulfill the ever-changing compliance, regulatory, and reporting requirements...
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Raleigh, United States Disability Solutions Full timeVP, Business Development at Precision Medicine Group (View all jobs) Raleigh, North Carolina, United States Why Precision for Medicine? Welcome to the forefront of innovation in cutting edge patient treatments. We are thrilled to present an incredible opportunity to join our high performing organization. As a leader within the life science industry, we are...
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Entry Level Business Development Associate
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Business Development Manager
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Business Development Manager
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Small Business Advisor
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