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Sales / Business
Client Development Associate
@Earnedwealth
[Hiring] Client Development Associate @Earnedwealth
Apr 10, 2025 - Earnedwealth is hiring a remote Client Development Associate. 💸 Salary: unspecified. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
We are looking for a dynamic Client Development Associate to join the Client Services Team at Earned Wealth.
- Engage potential clients through lead generation and setting meetings with our Director of Client Development.
- Support lead nurturing, foster leads to held appointments, and facilitate the closing of leads.
- Convey our value proposition and what it's like to work with us, always staging out the best outcome for the customer.
- Achieve a targeted number of held appointments for the Director of Client Development and close certain leads based on the customer's current assets and life cycle.
- Build strong relationships and act as an ambassador for the company.
The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice.
- Embrace technology and enjoy a collaborative environment.
- Hold in high regard serving clients in a fiduciary capacity.
You will report directly to the Director of Client Development.
Qualifications
- 3+ years of experience in business development at a Fintech company or RIA.
- Bachelor's Degree.
- Must be a credible and trustworthy business-minded person who stays up to date with market trends and is relationship-oriented.
- Should be able to recognize, pursue, and seize opportunities without being told to do so.
- Willingness to be available when clients are.
- Self-starter, productive, works well with a team and independently, as this is a fully remote role.
- Excellent written and verbal communication skills.
- Knowledge of CRM (e.g., Salesforce and Hubspot) is a plus.
- Series 65 licensed (or become licensed in first 60 days of employment).
- Some travel may be required.
Requirements
- Ownership and accountability of the sales funnel from start to finish.
- Knowledge of and experience with building best practices around lead flow.
- Build scalable best practices for the New Business development team.
Benefits
- An attractive total compensation package.
- Employer-sponsored health insurance (medical, dental, vision).
- 401k + 5% match.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 10, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
