Business Development Associate

6 days ago


Riverton, United States The Investors Edge Full time

The Investor's Edge is a leading financial advisory firm committed to empowering individuals to achieve their financial goals.

We provide personalized investment advice, retirement planning, and wealth management services.

As an Account Executive Assistant at The Investor's Edge, you will play a critical role in generating new business opportunities. Your primary responsibilities include:

  1. Identifying and Qualifying Potential Clients
  2. Scheduling Initial Consultations with Financial Advisors
  3. Building Rapport and Understanding Client Needs
  4. Tracking and Managing Leads in Our CRM System
  5. Collaborating with the Sales Team to Achieve Business Objectives

To succeed in this role, you should possess:

  • Strong Communication and Interpersonal Skills
  • Excellent Organizational and Time Management Skills
  • Proficiency in CRM Software
  • Able to Work Independently and as Part of a Team
  • Passion for the Financial Services Industry and Desire to Help Clients Achieve Their Goals

In return, we offer a competitive compensation package, including:

  • $67K Base Salary (plus bonus potential up to $50K)
  • Comprehensive Benefits Package
  • Opportunities for Professional Growth and Development
  • A Supportive and Collaborative Work Environment

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