Business Development Representative jobs in United States
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Stenger Family Office · 15 hours ago

Business Development Representative

Stenger Family Office is a fiduciary wealth management firm with a legacy dating back to 1981, serving clients with comprehensive financial services. They are seeking a full-time Business Development Representative to prospect and generate leads, build client relationships, and assist in strategies to grow the firm's client base.

Financial ServicesTax PreparationWealth Management

Responsibilities

Prospecting and generating leads
Building and maintaining client relationships
Identifying new business opportunities
Assisting in the development and execution of strategies to grow the firm's client base
Collaboration with the team to identify client needs and provide tailored solutions
Achieving and exceeding sales targets

Qualification

Inside SalesLead GenerationSales StrategiesCRM ProficiencyFinancial Services ExperienceCommunication SkillsInterpersonal SkillsOrganizational Skills

Required

Proven skills and experience in Inside Sales and Lead Generation
Strong Communication and interpersonal abilities
Expertise in Sales and Business Development strategies
Proactive approach to establishing client relationships and meeting targets
Strong organizational skills and ability to work effectively in an office-based environment

Preferred

Proficiency with CRM tools and related software is an advantage
Bachelor's degree in Business Administration, Sales, Marketing, or a related field is preferred
Prior experience in the financial services or wealth management industry is a plus

Company

Stenger Family Office

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Stenger Family Office offers wealth management, investment management, tax preparation, and estate planning services.

Funding

Current Stage
Early Stage

Leadership Team

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Nick Stenger
Chief Executive Officer, Financial Advisor
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Company data provided by crunchbase