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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
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Melissa Rundle