Business Development & Sales Associate
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Job Location:
Melville, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position Overview
We are seeking a driven and disciplined Business Development & Sales Associate to join our growing Veteran-owned financial brokerage firm. This individual will play a critical role in expanding our client base by identifying new business opportunities managing structured prospecting initiatives and strengthening our overall sales infrastructure.
The ideal candidate is resourceful persistent and highly organized and thrives in a performance driven environment and is motivated to build long term success in financial services.
Key Responsibilities
Required:
Professional Development
We are committed to long-term career growth. Securities licensing is not required at hire; the firm is willing to train and sponsor appropriate candidates for industry credentials as part of professional advancement.
Who Will Thrive Here
This role is ideal for a motivated individual who is hungry to build a career willing to put in the work and eager to grow within a structured but entrepreneurial environment. Candidates who value discipline integrity and performance accountability will find strong alignment with our firm.
We are seeking a driven and disciplined Business Development & Sales Associate to join our growing Veteran-owned financial brokerage firm. This individual will play a critical role in expanding our client base by identifying new business opportunities managing structured prospecting initiatives and strengthening our overall sales infrastructure.
The ideal candidate is resourceful persistent and highly organized and thrives in a performance driven environment and is motivated to build long term success in financial services.
Key Responsibilities
- Identify and qualify prospective clients through targeted outreach and strategic lead generation
- Develop and manage organized prospecting campaigns and sales pipelines
- Conduct initial outreach (phone email LinkedIn referrals) to initiate client relationships
- Execute and optimize structured sales funnels from lead generation through conversion
- Track and analyze pipeline metrics using Excel
- Provide leadership with insights and recommendations to improve sales processes and operational efficiency
- Collaborate with advisors and executives to align outreach efforts with firm growth objectives
Required:
- Self-starter with strong initiative and accountability
- Persistent and resilient within a sales environment
- Goal Oriented and driven
- Strong interpersonal and communication skills
- Highly organized with strong attention to detail
- Proficient in Microsoft Excel and comfortable working with data
- Strong troubleshooting and problem-solving skills
- Team-oriented mindset with a competitive drive
Professional Development
We are committed to long-term career growth. Securities licensing is not required at hire; the firm is willing to train and sponsor appropriate candidates for industry credentials as part of professional advancement.
Who Will Thrive Here
This role is ideal for a motivated individual who is hungry to build a career willing to put in the work and eager to grow within a structured but entrepreneurial environment. Candidates who value discipline integrity and performance accountability will find strong alignment with our firm.
Required Experience:
IC
Key Skills
- Revenue Growth
- Customer Services
- Business Analysis
- Business Administration
- Account Management
- Business Management
- Database
- Business Operations
- Business Sales
- Salesforce
- Market Research
- Product Management
- Client Services
- Business Relationships
- Sales Process
About Company
VetJobs & Military Spouse Jobs works with our employer partners to source, screen, and move qualified talent to the desktops of the Hiring Managers. Application is a two-step process, so please be patient with the team. When you submit to a position on our site your information will ... View more
