Financial Services Business Development Professional

3 weeks ago


South Jordan, Utah, United States The Investors Edge Full time
Job Summary:
The Investors Edge is seeking a highly motivated and results-driven Sales and Scheduling Coordinator to join our team. As a key member of our sales team, you will be responsible for driving business growth by identifying and cultivating new client relationships.

About the Role:
As a Sales and Scheduling Coordinator, you will play a pivotal role in helping us achieve our business objectives. Your responsibilities will include:
  • Client Acquisition: Proactively reach out to potential clients through outbound calls and emails.
  • Lead Generation: Qualify leads and assess their potential fit for our services.
  • Relationship Building: Establish rapport with prospects and build long-lasting relationships.
  • Appointment Scheduling: Coordinate meetings between clients and financial advisors.
  • CRM Management: Maintain accurate and up-to-date records of client interactions in our CRM system.
  • Sales Support: Collaborate with the sales team to achieve revenue targets.

Requirements:
To succeed in this role, you will need:
  • A Bachelor's degree in business, finance, or related field.
  • A proven track record in sales or business development, preferably in the financial services industry.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Proficiency in CRM software.

What We Offer:
In return for your hard work and dedication, we offer a competitive compensation package, comprehensive benefits, opportunities for professional development and advancement, and a collaborative and dynamic work environment. Our estimated salary for this position is $67K, commensurate with experience.

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