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    Business Development Associate - Oakland, United States - Boutique Recruiting

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    Description


    A premier financial services firm based in Oakland, CA, is seeking a motivated Business Development Associate to ensure new leads are promptly booked and confirmed.

    This is an amazing entry-level opportunity for friendly, client-service-oriented candidates who are interested in the financial services industry. The firm operates at a swift pace and offers a warm, family-oriented work environment where you will be provided generous time off, competitive benefits, and the opportunity for a hybrid work arrangement

    Pay Range:
    $65, 000 - $70, 000 DOEResponsibilities:Act as the first point of contact for prospective clients, engaging with leads from various digital platforms and the company's media contentEfficiently convert prospects into scheduled appointments on advisors calendars using phone, email, and text messagingDocument detailed interactions with prospects, ensuring accurate communication of information to the appropriate advisor or teamManage the distribution, collection, and processing of client questionnaires in preparation for advisor meetingsSupport the implementation of business development strategies, including tracking lead progress, managing reschedules, and maintaining CRM dataWork collaboratively with Marketing and Sales teams to analyze and mitigate the frequency of meeting reschedules and cancellationsRepresent the company at seminars to enhance lead generation efforts, with no requirement for travelRequirements:Bachelor s degree in Marketing, Sales, Business, Communications, or FinanceEntry-level proficiency in Microsoft Office Suite (Outlook, Word, Excel)

    Strong interpersonal skillsFinancial industry knowledge is preferred but not requiredClient-service-oriented approach with a friendly demeanorAbility to multitask and adapt in a dynamic environmentExceptional attention to detail, accuracy, and time managementExperience with business communication over the phoneBenefits:
    Medical, Dental and Vision insurance401K planProfit sharing3 weeks PTO5 sick days10 holidaysPotential for hybrid scheduleGrowth opportunitiesApply now#LI-POST #LI-HYBRID #LI-IR1


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