Business Development Specialist
The James Allen Companies Inc.
Our client, a disruptor in the annuity space, is seeking a dynamic, highly motivated individual with a preferably with a financial services background to join their firm. In this role, you will work with the team of Sales Consultants to support field sales efforts through daily, persistent strategic prospecting, and as needed provide overall excellent customer service to our member firms.
Essential Duties and Responsibilities
• Prospect (phone, email, social) for new Member firms to join our platform
• Hit and exceed daily contact goals and appointments
• Set appointments and participate in sales calls with the outside Sales Consultants
• Maintain and monitor membership opportunities in Salesforce.
• Assist in scheduling on-boarding calls/meetings with new RIA members.
• Participate in on-boarding calls/meetings to ensure proper introduction to team and services
• Aid in periodic follow up calls, emails, or meetings with existing RIA members
• Team player with excellent communication skills. Must be able to work in a dynamic and fast-paced environment
This job has no supervisory responsibilities.
To perform the job successfully, an individual should demonstrate the following competencies:
Analytical – Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs work flows and procedures.
Job Knowledge – Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.
Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
Consultative Selling – Qualifies potential customers; builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.
Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor’s Degree (Business & Finance desired) from an accredited college or university. Experience in the insurance sector or with RIAs with a focus in account support or internal sales is a plus.
Proficient in Microsoft Office – Microsoft Word, Excel, and Power Point required. Salesforce, Pardot, preferred.
Certificates, Licenses, Registrations
Life insurance license highly preferred, Health insurance license preferred.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 25 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.