Business Development Specialist

**Business Development Specialist at Samalin Wealth**

At Samalin Wealth, we're a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture in Chappaqua, NY reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.

**Who We Are**

As a full-service, independent advisory firm, we are dedicated to guiding our clients towards financial success at every stage of their lives. Our approach is rooted in collaboration, creating customized solutions, and developing sound financial plans that address our clients' unique needs.

As a **Business Development Specialist**, you will play a pivotal role in our continued growth by spearheading our sales and lead development efforts. Building strong connections, understanding clients' aspirations, and providing tailored solutions will be at the heart of your role.

Join our team of dedicated professionals and contribute to our mission as a trusted wealth management firm.

**The Role**

As a Biz Dev Specialist, you will be the driving force behind our sales and lead development initiatives.

**Your Duties Include**:

- **Sales Champion**: Lead and manage the sales process, cultivating relationships with potential clients, and identifying new opportunities.
- **Lead Generation**: Proactively seek out and develop leads through networking, market research, and referrals.
- **Client Interaction**: Engage with prospects and clients to understand their financial goals and provide customized solutions.
- **Collaborative Approach**: Work closely with cross-functional teams to ensure seamless client experiences.
- **Continuous Growth**: Stay informed about financial products, services, and industry trends to offer the most up-to-date advice to clients.
- **Workflow Efficiency**: Take charge of organizing and optimizing workflows to enhance productivity.

**Who You Are**
- **Motivated by Excellence**: Driven by a passion for excellence, you are eager to achieve team goals and celebrate shared milestones.
- **Innovative Thinker**: You embrace creativity and seek out new ways to improve the client experience, all while respecting proven processes.
- **Charismatic Communicator**: Your outgoing personality shines in client interactions, and you have a talent for building rapport and trust.
- **Problem-Solving Prodigy**: With a high work ethic, you are a natural problem solver, equipped to tackle challenges with precision.
- **Tech Savvy**: Your good understanding of technology enables you to navigate various systems with ease.
- **Punctual and Detail-Oriented**: Your organization skills ensure timely follow-ups and attention to every client need.

**Skills and Qualifications**

To thrive in this role, you should possess:

- **Proven Sales Track Record**: Demonstrated success in sales, lead generation, and client relationship management.
- **CRM Mastery**: Familiarity with customer-relationship management (CRM) software to effectively manage leads and client interactions.
- **Clear and Persuasive Communication**: Ability to articulate complex concepts in a clear, simple manner to clients, building understanding and trust.
- **Grace Under Pressure**: You maintain a calm and polite demeanor in high-pressure situations, ensuring clients feel at ease.
- **Cooperative Spirit**: Your willingness to cooperate with clients and management fosters a positive work environment.
- **Adaptability and Flexibility**: You readily embrace change and continuously seek out better processes and approaches.
- **Financial Licensing**: Possession of Series 65, 66, and/or Series 7 licenses is a plus, bringing higher pay and added growth opportunities.

**Compensation**
- **Base Salary**: 75k - 85k Depending on experience.
- **Benefits**: 401(k), 401(k) matching, health insurance, paid time off.
- **Bonus opportunities - **by achieving KPIs and production targets, this can easily become a six-figure income.
- **Profit sharing**

In this dynamic role, you'll find plenty of room for personal and professional growth, and we are excited to provide on-the-job training to ensure your success.
- If you're ready to take the lead in our Chappaqua wealth-building endeavors and become an integral part of the Samalin Wealth team, we can't wait to hear from you_

Pay: $75,000.00 - $85,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Health insurance
- Paid time off

Compensation package:

- Bonus opportunities
- Profit sharing

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Financial services: 2 years (required)
- Customer relationship management: 2 years (required)

Ability to Commute:

- Chappaqua, NY 10514 (required)

Work Location: In person