6mo ago

Business Development & Sales Associate

SalesBusiness Development

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Quick Summary

Overview

Position OverviewWe are seeking a driven and disciplined Business Development & Sales Associate to join our growing Veteran-owned financial brokerage firm.

Technical Tools

SalesBusiness Development

Position Overview
We are seeking a driven and disciplined Business Development & Sales Associate to join our growing Veteran-owned financial brokerage firm. This individual will play a critical role in expanding our client base by identifying new business opportunities, managing structured prospecting initiatives, and strengthening our overall sales infrastructure.
The ideal candidate is resourceful, persistent, and highly organized and thrives in a performance driven environment and is motivated to build long term success in financial services.
Key Responsibilities

Identify and qualify prospective clients through targeted outreach and strategic lead generation
Develop and manage organized prospecting campaigns and sales pipelines
Conduct initial outreach (phone, email, LinkedIn, referrals) to initiate client relationships
Execute and optimize structured sales funnels from lead generation through conversion
Track and analyze pipeline metrics using Excel
Provide leadership with insights and recommendations to improve sales processes and operational efficiency
Collaborate with advisors and executives to align outreach efforts with firm growth objectives

Qualifications & Competencies
Required:

Self-starter with strong initiative and accountability
Persistent and resilient within a sales environment
Goal Oriented and driven
Strong interpersonal and communication skills
Highly organized with strong attention to detail
Proficient in Microsoft Excel and comfortable working with data
Strong troubleshooting and problem-solving skills
Team-oriented mindset with a competitive drive

Responsibilities

~1 min read

Professional Development
We are committed to long-term career growth. Securities licensing is not required at hire; the firm is willing to train and sponsor appropriate candidates for industry credentials as part of professional advancement.
Who Will Thrive Here
This role is ideal for a motivated individual who is hungry to build a career, willing to put in the work, and eager to grow within a structured but entrepreneurial environment. Candidates who value discipline, integrity, and performance accountability will find strong alignment with our firm.