Business Development Consultant

To Apply for this Job Click Here

Title:   Business Development Consultant 

Reports to: Director of Business Development

Full-time exempt; Remote from central or eastern time zone

Role Summary: The Business Development Consultant identifies and nurtures leads and prospects into new client engagements; upselling existing and former clients; uncovers advisor needs and offers different solutions that help advisors achieve their business goals; meets sales metrics; closes business. Essential Functions: 

• Solicits new business from FP’s existing pipeline of warm prospects and former clients.

• Identifies prospect's needs and offers opportunities to explore FP solutions further.

• Effectively communicates the FP value proposition to generate sales demand.

• Works collaboratively with the team of Business Development Associates to maximize lead generation, close rates, and overall revenue. • Works collaboratively with internal partners in marketing and business intelligence to assess success rates of campaigns and messaging; recommends improvements to increase sales.

• Follows all procedures for preparing engagements, resolving issues, and submitting regular reports regarding sales, pipeline lists, forecasts, and market insights.

• Generates revenue and meets/exceeds established sales targets.

Lead Generator: identify and generate leads through inbound channels (web or direct contact), prospect inquiries, warm-calling, networking, and industry events.

 Relationship Builder: build and maintain strong relationships with potential and existing clients, partners, and centers of influence to promote the organization’s services. 

Detective: uncover and accurately identify prospects’ state and unstated needs based on their fact pattern and statements; offer solutions and alternative approaches; connect their needs with our services. 

Learner: master the subject matter expertise of the company’s niche

 Educator: deliver value through curated content, helping the prospect to realize the need to act, i.e. “Why make a change to the status quo? Why now? ”

  Record Keeper: record appropriate client details in CRM and lead to an exceptional client experience providing vital details for service departments to execute on the client needs; create and record sales opportunities with prospective clients.  Salesperson: efficiently manages their pipeline of opportunities and consistently closes new business. 

 Industry Expert: be a student of the industry and our services; deliver content about our services and solutions through presentations to prospects via Zoom, industry conferences and events. 

 Negotiator: exhibit excellent negotiation skills to close deals in a timely and profitable manner. 

 Collaborator: work closely with internal departments such as marketing, business intelligence, and service delivery teams to ensure that the organization delivers an exceptional client experience. 

 Analyst: analyze pipeline, sales data, market trends, and other business metrics to identify areas of improvement and to optimize sales and marketing strategies. Preferred Knowledge, Skills, and Abilities:

 Experience with Salesforce, Slack, and HubSpot strongly preferred 

 Effective use of LinkedIn and other social media platforms to help build awareness and demand for FP services.  Adept at prospecting and using effective consultative selling principles and practices 

 Adept at identifying client's needs, opportunities, and threats to their status quo. 

 Ability to plan and organize, set priorities in a fast-paced environment 

 Persuasive communication skills: verbal, written and presentation 

 Self-motivated: works well independently  Strong problem-solving and analytical skills  Understanding of financial market dynamics including demographics Education and Experience: • Experience in financial services required, preferably with independent financial advisors

• 7+ years of business development, account executive, or sales experience is preferred • BSc/BA in business, finance, psychology, communication, marketing, or related areas.

• Demonstrable history of achieving sales results 

Compensation and Benefits: 

 $105,000-$150,000/year base compensation and uncapped, variable commission structure for total target compensation from $150,000 to $225,000 plus.

 Medical, Dental, Vision, Life, Short & Long-term Disability, 401k with 25% employer match.

 Company lunches, snacks, and team building events.

 Company holidays (including employee’s birthday) and accrued PTO. Physical Factors & Working Conditions: 

• Some travel may be required. Business Development Consultants will travel periodically for conferences and trade shows and to the Portland home office (estimated 3-6 trips per year) 

JOB ID: 177909

#post

Melissa Rundle

To Apply for this Job Click Here