Sales Development Associate - Boston, MA

**Responsibilities**+ Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.+ Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.+ Establishes and maintains a prospectdatabase.+ Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.+ Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.+ Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts.+ Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.+ Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfunctionsonbehalfofthefinancialadvisors.+ Executesbusinessdevelopmentstrategiesonbehalfofthebranch.+ Gathersinformationanddataonprospectstobeusedinthesalesprocess.+ Follows-upwithfinancialadvisorstoensurehighqualityservicedelivery.+ Performs other duties and responsibilities asassigned.**Education/Experience Requirements**+ Bachelor's degree and three years' experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment~or~+ An equivalent combination ofexperience, education and/or training as approved by HumanResources**Licenses**+ SIE required provided that an exemption or grandfatheringcannot beapplied+ Series7**Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $70,000.00 to $95,000.00 base salary.**