Business Development Advisor
Department: Advisory Team
Location: Columbia, SC
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer-focused?
- College degree preferred
- 3 + years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
- Experience with CRM preferred, but not required
- Taking the leads from the Marketing Department to develop them into clients
- Follow the established 5-step sales process
- Develop, manage and retain strong prospect and client relationships
- Assist the Lead Advisor with meeting individual and team goals
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base