Pivotal Talent Search ยท 3 months ago
Client Development Representative
United States
Full-time
Remote
Mid Level
$65K/yr - $75K/yr
3+ years expPivotal Talent Search is a rapidly growing Registered Investment Advisory seeking a Client Development Representative. This role involves engaging potential clients, nurturing leads, and facilitating the closing of sales to achieve revenue goals.
ConsultingHuman ResourcesRecruitingStaffing Agency
Responsibilities
Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing prospects to achieving a sales goals
Proactively manage a sales funnel from start to finish
Assist in designing lead flow best practices to efficiently convert prospects from the top of the marketing funnel into paying clients
Qualification
Required
3+ years of experience in business development at a Fintech company or RIA
Bachelor's Degree
Series 65 license is required
Highly motivated to identify and pursue opportunities proactively and problem solve roadblocks
Flexible to connect with prospects in their timezone
Self-motivated to work in a fully remote role
Excellent written and verbal communication skills
Preferred
Knowledge of CRM systems such as Salesforce or Hubspot is a plus
Some travel may be required
Company
Pivotal Talent Search
Pivotal Talent Search is a recruiting firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bill Jackson
Chief Operating Officer
Debby Mandeville-Jackson
Founder
Company data provided by crunchbase