Business Development Advisor - Financial Firm - Asheville, NC Job at Advisor Employee Services
Business Development Advisor
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in
Asheville, NC is seeking to add a Business Development Advisor to our team, as we have an excess of appointments being generated by our marketing department.
This position will have the opportunity to meet one-on-one with the company leads from seminars and referrals and begin the sales process. Initial duties include following our 5-step sales process to convert company-generated prospects into clients, establishing the first impression, building client relationships, and participating in public seminars. Business Development Advisors are assisted by Lead Advisors, who create the financial plan and are responsible for implementing the plan once the prospect becomes a client.
This position will have the opportunity to meet one-on-one with the company leads from seminars and referrals and begin the sales process. Initial duties include following our 5-step sales process to convert company-generated prospects into clients, establishing the first impression, building client relationships, and participating in public seminars. Business Development Advisors are assisted by Lead Advisors, who create the financial plan and are responsible for implementing the plan once the prospect becomes a client.
Minimum Requirements:
- College degree preferred
- 3 + years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
- Experience with CRM preferred, but not required
Position Responsibilities:
- Taking the leads from the Marketing Department to develop them into clients
- Follow the established 5-step sales process
- Develop, manage and retain strong prospect and client relationships
- Assist the Lead Advisor with meeting individual and team goals
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Salary
$60,000 - $70,000 per year - Based on Experience
Benefits to be discussed during interview process!
Presented by Advisor Employee Services
Thank you for your interest in the Business Development Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the
top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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