Avior Wealth Management, LLC · 1 month ago
Business Development Rep
Scottsdale, AZ
Full-time
Onsite
New Grad, Entry LevelAvior Wealth Management LLC is dedicated to helping individuals plan with intention and empowering them to live with greater purpose. The Business Development Representative will drive new business opportunities through outbound prospecting, focusing on initiating contact with potential clients, qualifying leads, and setting appointments for the sales team.
AccountingFinancial ServicesRetirementWealth Management
Responsibilities
Prospecting and lead generation: Conduct high-volume outbound calls, emails, and social media outreach to identify and engage potential clients
Lead qualification: Research new prospects, identify key players, assess leads based on their needs and fit for our products or services
Appointment setting: Schedule qualified leads for discovery meetings or demos with wealth advisors
Communication and relationship building: Clearly communicate the company's value proposition, build initial relationships, and nurture leads through the early stages of the sales funnel
Sales support: Provide feedback to the marketing team on lead quality and support the sales team with hand-offs and follow-up
Pipeline management: Track outreach activities and manage a pipeline of potential opportunities
Qualification
Required
Excellent oral and written communication skills
Strong active listening skills
Ability to handle objections proactively
Resilience and a problem-solving attitude
Time management and organizational skills
A client-focused and helpful approach
Preferred
Familiarity with sales methodologies and Salesforce CRM software
Benefits
401k and 401k Matching: Plan for your future with our retirement savings options.
Dental Insurance: Maintain your oral health with coverage for a range of dental services.
Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
Health Insurance: Take care of your physical well-being with our health insurance offerings.
Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses.
Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
Disability Insurance: Safeguard your financial future in the face of the unexpected.
Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible PTO policy reflects our commitment to your overall happiness.
Company
Avior Wealth Management, LLC
Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Constellation Wealth Capital
2024-06-03Private Equity
Leadership Team
Kelli Mehrens
Chief Operating Officer
A
Andrea McMahon
Chief Investment Officer/Wealth Advisor/Owner
Recent News
2023-09-11
Company data provided by crunchbase