Business Development Associate

1 day ago


Auburn, Indiana, United States Credent Wealth Management Full time
Partner Integration Associate

Credent Wealth Management is seeking a highly motivated and results-driven Partner Integration Associate to join our team. As a key member of our Partner Integration Team, you will play a critical role in identifying and qualifying financial advisors who may be ready to sell or merge their business with ours.

Key Responsibilities:
  • Develop and execute a strategic approach to lead generation and qualification
  • Conduct outbound calls and other forms of communication with potential partners
  • Document conversations and create tasks utilizing CRM software
  • Stay up-to-date on relevant policies and regulations to ensure compliance
  • Collaborate with team members to provide exceptional customer service
Performance Expectations:
  • Make a minimum of 16 calls and send necessary follow-up emails per hour
  • Meet or exceed hourly compensation of $16 per hour
  • Maintain accurate daily timecards and meeting data
  • Qualify for a bonus of $100 per meeting held with the CBO/PI Advisor
Requirements:
  • High School Diploma
  • Excellent communication and business-to-business sales skills
  • Ability to thrive in a routine-driven environment


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