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Financial Business Development Advisor
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Full-time
- As a Business Development Advisor , you will perform a wide array of tasks and be responsible for organic growth within the consulting department.
- Our vetted network is to deliver Out Bound Retail Client Referrals that match our target audience and collect In-Bound introductions with meet ideal retail prospect profiles (Found lead business owners + C-Level executives of Net Worth.
- The development of new relationships will occur through attending conferences, professional introductions, client professional introductions, and industry professional events ( NO COLD CALLING ).
- Additionally, you will utilize a CRM to manage and record updates for client generation to keep key stakeholders informed.
- This role requires you to have the ability to identify and qualify potential clients and communicate the Ideal Client and Value Proposition.
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