Strategic Partnership Development Associate

5 days ago


Auburn, Indiana, United States CX Institutional LLC Full time
Job Summary

CX Institutional LLC is seeking a highly motivated and results-driven Strategic Partnership Development Associate to join our Partner Integration team. As a key member of our team, you will play a critical role in identifying and qualifying financial advisors who may be interested in selling or merging their business with ours.

Key Responsibilities
  • Lead Generation: Utilize our proprietary lead generation system to identify and contact potential financial advisor suspects.
  • Outbound Communication: Conduct outbound calls and other forms of communication with suspects to qualify them as potential M&A prospects.
  • Relationship Building: Develop and maintain relationships with financial advisors to schedule introductory meetings with our Chief Business Officer and Partner Integration Advisor.
  • CRM Management: Utilize Salesforce software to document conversations, create tasks, and schedule meetings.
  • Compliance: Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities.
Requirements
  • Education: High School Diploma
  • Communication Skills: Excellent communication skills, both written and verbal
  • Business Experience: Business-to-business sales experience, preferred
  • Work Environment: Ability to thrive in a routine-driven environment
What We Offer
  • Competitive Compensation: Hourly compensation of $16 per hour, with opportunities for bonuses
  • Professional Development: Opportunities for professional growth and development within the company


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