Career Driven Business Development Representative

1 week ago


Riverton, Utah, United States The Investors Edge Full time

We are seeking a highly motivated and results-oriented Telemarketing Specialist to join our team at The Investor's Edge. As a Telemarketing Specialist, you will play a pivotal role in driving business growth by identifying and cultivating new client relationships.

Job Overview

The Investor's Edge is a premier financial advisory firm dedicated to empowering individuals to achieve their financial goals. We provide personalized investment strategies, retirement planning, and wealth management solutions.

Key Responsibilities:
  • Client Acquisition: Proactively reach out to potential clients through outbound calls and networking events.
  • 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:
  • Bachelor's degree in business, finance, or related field.
  • 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.
  • A passion for the financial industry and a desire to help clients succeed.
What We Offer:
  • Competitive compensation package: $50K base salary with bonus opportunities up to $67K+
  • Comprehensive benefits package, including health insurance.
  • Opportunities for professional development and advancement.
  • A collaborative and dynamic work environment.
  • A chance to work with a talented team of financial professionals.


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