Business Development Manager

3 days ago


New Orleans, Louisiana, United States Argent Financial Group Full time
Job Summary

Argent Financial Group is seeking a highly motivated Business Development Officer to drive revenue growth through the acquisition and expansion of wealth management relationships.

Key Responsibilities
  • Establish and build relationships with prospective clients and centers of influence
  • Promote the company's products and services to current and prospective clients
  • Develop and maintain an active prospect list, customer outreach plan, and quality referral sources
  • Develop proposals for prospective clients and participate in the development and implementation of new business strategies
  • Work with the local team to develop and maintain client relationships and develop marketing strategies and sales strategies to increase client satisfaction
Requirements
  • Bachelor's degree preferred
  • Two to five years of experience in a financial services, investment, tax, or trust and estate legal role preferred
  • Proven working experience as a business development manager, wealth advisor, or a relevant financial services role
  • Market knowledge, excellent verbal and written communication skills, strong organization and prioritization skills, ability to manage multiple tasks, and ability to work well as part of a team
  • Proficiency in Microsoft Office and experience with CRM software


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