Business Development Advisor

3 weeks ago


Raleigh, North Carolina, United States Coastal Credit Union Full time
About the Position

We are looking for a skilled Business Development Advisor to join our team at Coastal Credit Union. As a Business Development Advisor, you will be responsible for identifying and pursuing new business opportunities, building relationships with existing clients, and providing exceptional customer service.

Salary Estimate: $60,000 - $80,000 per year, depending on experience

Location: Raleigh, NC

Responsibilities

Your key responsibilities will include:

  • Developing and implementing a strategic business plan to drive growth and revenue
  • Building and maintaining strong relationships with clients and prospects
  • Identifying and pursuing new business opportunities through referrals, networking, and marketing efforts

Requirements:

  • Five years of sales or advisory experience in the securities brokerage, advisory, or insurance fields
  • Four-year degree in Business, Finance, or Insurance or equivalent work experience
  • FINRA series 7, 63/65 (or 66) licenses
  • NC Life, Long-term Care Insurance, and Medicare Supplement licenses
  • CFP preferred
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a results-driven individual who is passionate about building relationships and driving business growth, we encourage you to apply.



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