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Business Development Associate

L5

summit financialFargo, ND2 days ago

$2k-3k a month

Occupations

Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents

Industries

Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceMiscellaneous Intermediation
Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron's & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey. Summit Financial is seeking a Business Development Associate to join our team. This position is 100% RemotePart time 15-20 hours a week, flexible hours and days, though availability during business hours preferred$2k-3k a month base pay, plus commissions
Responsibilities:
  • Email marketing – responsible for sending emails to prospects, managing email contact system, and following up in a timely manner
  • Warm outbound calls – must be comfortable making outbound calls to other professionals and warm calls to prospects, including following up with emails, and leaving a professional voicemail.
  • LinkedIn and Facebook: responsible for building and maintaining prospect lists, sending messages, managing a drip campaign, managing groups, promoting brand in a professional manner, and measuring results.
  • Lead generation: Able to source and maintain list of prospects
  • We keep the base pay moderate and reward the people who can drive results. Full commission schedule available during interview process.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$2k-3k a month

Location

Fargo, ND

Occupation

Personal Financial Advisors

Industry

Miscellaneous Financial Investment Activities

Posted

2 days ago

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