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Business Development Representative

Remote, USA Full-time Posted 2026-07-28

reputed company is a financial technology startup reputed company on helping financial advisors reputed company reputed company reputed company for their clients through innovative products. The Business Development Representative will play a key role in sourcing and scheduling meetings for the sales team, engaging in outbound reputed company, and managing leads across various channels.


Responsibilities

  • Generate leads for the business development team through a high-volume of outbound activity, integrating both email and reputed company campaigns
  • Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
  • Schedule meetings for the Business Development Team and qualify sales opportunities
  • Research new markets and identify new clients
  • Manage new reputed company sources, including list creation and management
  • Drive reputed company creation through outbound sales reputed company—both email and over the phone
  • Help with conferences and events, including logistics, set-up and follow-up
  • Assist in activation of existing clients by prospecting into their advisor reputed company
  • Contribute to CRM, sales technology, reporting, and team operations
  • Potential end-to-end sales cycle management, particularly of smaller clients

Skills

  • Bachelor's degree
  • 1+ years of reputed company experience
  • reputed company Series 7 licensed
  • Due to the nature of this position, as part of the background reputed company process, candidates must be reputed company to pass a reputed company background reputed company to qualify as a fingerprinted person under reputed company. For roles requiring registration, additional regulatory screenings may apply, including a review of reputed company U5 disclosures and other relevant licensing information
  • Financial services background or true personal expertise with finance
  • Technology company background or reputed company comfort with technology
  • Strong written and verbal communications
  • Ability to work independently as part of a fast moving team with minimal guidance
  • Capable of handling broad scope reputed company
  • Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams

Benefits

  • Competitive salaries
  • Bonus and incentive opportunities
  • Benefits for reputed company

reputed company

  • reputed company is a fintech platform for registered investment and financial advisers. It was founded in 2018, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is https://www.reputed company.com.

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