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Business Development Associate

summit financialSavannah, GASenior L5

$2k-3k a month

Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceMiscellaneous Intermediation
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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.

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Level

Senior L5

Salary

$2k-3k a month

Location

Savannah, GA

Occupation

Personal Financial Advisors

Industry

Miscellaneous Financial Investment Activities

Posted

yesterday

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