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Financial Business Development Representative
Job Location:
Job Location:
Chicago, IL - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
29 August 2026 (21 hours ago)
Posted:
Application Deadline:
26 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Business Development Representative
Were seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a can do must be organized have a client-first mentality professional personable proactive and independent yet also a team knowledge of the financial services industry is knowledge of registered investment advisors and their technology tools is a big plus.
Primary Responsibilities:
Skills/Qualifications:
Compensation:
$55k plus commissions
Were seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a can do must be organized have a client-first mentality professional personable proactive and independent yet also a team knowledge of the financial services industry is 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
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
Compensation:
$55k plus commissions
Required Experience:
Junior IC
About Company
Advyzon is one platform that does the work of many. One platform that makes running your firm easy and completely scalable.
