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Business Development Associate - Atlanta, United States - Yourwealth
Description
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients.
Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.Business Development Associate
We are actively looking for a motivated Business Development Associate with stellar communication skills to join our team.
Focusing on inside sales, the Business Development Associate directly contributes to firm growth by cultivating and closing leads generated from institutional partners.
A successful Business Development Associate is competitive, a strong listener, and can establish trust quickly with new leads.This position is based in our Atlanta, Ga office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Core Responsibilities:
Field inbound calls from prospective clients and conduct qualifying screens
Build rapport with prospective clients and recommend an Investment Advisor uniquely suited to their needs
Generate new relationships and cultivate existing relationships with representatives from our institutional partners
Work alongside the greater Business Development and Marketing teams to advance new sales initiatives
Proudly represent the Firm's brand in all internal and external interactions
Skills & Qualifications:
Bachelor's degree in Finance or related field
3+ years of experience in financial services
Willingness to travel
Good problem-solving and time management skills
Highly organized and detail-oriented
Can work with little oversight but knows when to escalate
Proficient in Microsoft Office Suite
Experience working with CRM and PMS software
Committed to a culture of compliance
Operates with a client-first attitude
Exhibits the Capital Investment Advisors five core values in everything they do
Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted.
Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
What's your citizenship / employment eligibility?By typing your name in the space provided you certify that the information you presented in this application is true and complete to the best of your knowledge.
If this application leads to employment, you understand that false or misleading information in your application or interview may result in your employment being terminated.
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