Business Development Representative - Financial Services
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Job Location:
Chicago, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About Advyzon
Advyzon was recently named to the Best Places to Work in Fintech list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago Illinois we are a dedicated team of entrepreneurs with decades of experience implementing servicing and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
Business Development Representative
Were seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a can do attitude. They must be organized have a client-first mentality professional personable proactive and independent yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.
Primary Responsibilities:
$52500 incentives
Advyzon was recently named to the Best Places to Work in Fintech list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago Illinois we are a dedicated team of entrepreneurs with decades of experience implementing servicing and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.
Business Development Representative
Were seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a can do attitude. They must be organized have a client-first mentality professional personable proactive and independent yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus.
Primary Responsibilities:
- Generate appointments by means of proactive outbound prospecting
- Consult with financial advisory firms with the purpose of learning about their current technology
- Determine if Advyzon is a potential solution for their firm with questions about operations process current solutions etc. while understanding and uncovering pain points
- Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation helping prospects with Advyzon trial subscriptions and various sales related administrative tasks
- Advyzon was recently named to the Best Places to Work in Fintech list for the third time
Skills/Qualifications:
- 1 years relevant work experience
- Bachelors degree strongly preferred
- Candidates should have general knowledge and/or experience in financial services
- Excellent verbal and written communication abilities
- Ability to deliver professional presentations
- Strong organizational skills
- Team player
- Ability to work independently
Benefits Summary:
- Healthcare coverage starting at $0 out of pocket for individuals
- HSA with annual company contribution ($200/individual $350/family)
- Vision and Dental offered
- Deep discounts on supplemental plans (LTD Critical illness Hospital stay and Accident)
- $50K life and AD&D coverage at no charge
- 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
- Unlimited PTO policy
$52500 incentives
Required Experience:
Junior IC
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Time Management
- Cold Calling
- Outbound Sales
- Account Management
- Salesforce
- Inside Sales
- Telemarketing
- CRM Software
- Lead Generation
About Company
Advyzon is one platform that does the work of many. One platform that makes running your firm easy and completely scalable.
