Business Development Associate

4 weeks ago

Raleigh, United States Fairview Investment Services Full time
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 list
  • Manage 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.
Requirements

Qualifications:
  • 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 Partners

At 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 employees
  • Competitive salaries
  • Ample professional development opportunities
  • Collaborative, diverse team


EEO Statement

ViewPoint 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.

  • Business Development Associate

    2 weeks ago

    Raleigh, North Carolina, United States Primary Residential Mortgage Full time

    Job 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...

  • Business Development Associate

    6 days ago

    Raleigh, North Carolina, United States Headway Workforce Solutions Full time

    About Headway Workforce SolutionsHeadway Workforce Solutions is a leading provider of workforce solutions with an array of contract-based integrated services and national staffing solutions. Our passion for delivering exceptional service to our clients drives our commitment to exceeding expectations in the human capital service sector.Job Title: Business...

  • Business Development Associate

    2 weeks ago

    Raleigh, North Carolina, United States Primary Residential Mortgage Full time

    Job 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...

  • Business Development For BPO Company

    1 month ago

    Raleigh, United States ValuedHR Business Services LLC Full time

    Fulltime 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...

  • Business Development Associate

    1 month ago

    Raleigh, United States Primary Residential Mortgage Full time

    Position 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...

  • Business Development Associate

    1 month ago

    Raleigh, United States Primary Residential Mortgage Full time

    Position 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...

  • Business Development Associate

    3 weeks ago

    Raleigh, United States Envestnet Full time

    Description 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...

  • Business Development Associate

    3 weeks ago

    Raleigh, United States Envestnet Full time

    Description 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...

  • Business Development Associate

    3 weeks ago

    Raleigh, United States Envestnet Full time

    Description 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...

  • Business Development Associate

    4 weeks ago

    Raleigh, United States Fairview Investment Services Full time

    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...

  • Business Development Associate

    2 days ago

    Raleigh, North Carolina, United States First Citizens Bancshares, Inc. Full time

    About Us: First Citizens Bancshares, Inc. offers an exciting opportunity for a Project Management Intern. Our internship program provides development opportunities and hands-on work experience while creating a talent pipeline for the Bank.As a Project Management Intern, you will apply classroom knowledge in a corporate environment, gaining valuable insights...

  • Business Development Associate

    4 weeks ago

    Raleigh, United States Fairview Investment Services Full time

    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...

  • Insurance Business Development Associate

    4 days ago

    Raleigh, North Carolina, United States Annie Burton - State Farm Agent Full time

    We are seeking an energetic and motivated professional to join our winning team as an Assistant Office Manager.Company OverviewAnnie Burton - State Farm Agent is a successful and growing insurance agency looking for a qualified professional to help us expand our business through value-based conversations and remarkable customer experiences.Salary &...

  • Business Development Representative

    5 days ago

    Raleigh, United States Calyx Living Full time

    Calyx Senior LivingBusiness Development RepresentativeCalyx Senior Living is actively seeking an enthusiastic, sales-driven, competitive and success-motivated Raleigh-based Business Development Representative to drive new business lead generation in our Triangle-area assisted living communities, leading off with our beautiful new communities in Fuquay-Varina...

  • Business Development Representative

    5 days ago

    Raleigh, United States Carillon Assisted Living Full time

    Carillon Assisted LivingBusiness Development RepresentativeCarillon Assisted Living is actively seeking an enthusiastic, sales-driven, competitive and success-motivated Raleigh-based Business Development Representative to drive new business lead generation in our Triangle-area assisted living communities, leading off with our beautiful new communities in...

  • Business Development Representative

    1 week ago

    Raleigh, United States Carillon Assisted Living Full time

    Carillon Assisted Living Business Development Representative Carillon Assisted Living is actively seeking an enthusiastic, sales-driven, competitive and success-motivated Raleigh-based Business Development Representative to drive new business lead generation in our Triangle-area assisted living communities, leading off with our beautiful new communities in...

  • Business Development Representative

    4 weeks ago

    Raleigh, United States Carillon Assisted Living Full time

    Carillon Assisted Living Business Development Representative Carillon Assisted Living is actively seeking an enthusiastic, sales-driven, competitive and success-motivated Raleigh-based Business Development Representative to drive new business lead generation in our Triangle-area assisted living communities, leading off with our beautiful new communities in...

  • Business Development Representative

    7 days ago

    Raleigh, United States Calyx Living Full time

    Calyx Senior Living Business Development Representative Calyx Senior Living is actively seeking an enthusiastic, sales-driven, competitive and success-motivated Raleigh-based Business Development Representative to drive new business lead generation in our Triangle-area assisted living communities, leading off with our beautiful new communities in...

  • Business Development Representative

    6 months ago

    Raleigh, United States Calyx Living Full time

    Calyx Senior LivingBusiness Development RepresentativeCalyx Senior Living is actively seeking an enthusiastic, sales-driven, competitive and success-motivated Raleigh-based Business Development Representative to drive new business lead generation in our Triangle-area assisted living communities, leading off with our beautiful new communities in Fuquay-Varina...

  • Entry Level Business Development Associate

    2 weeks ago

    Raleigh, United States Raydan Enterprises Full time

    About Us: At Raydan, a premier boutique sales firm in Raleigh, we pride ourselves on being a dependable and trustworthy partner for our customers, clients, and partners. We’re committed to delivering results that matter and creating memorable experiences through our customer exceptional service. The Role: As a Business Development Associate at Raydan,...