Flourish is a financial technology startup focused on helping financial advisors provide better outcomes for their clients through innovative products. The Business Development Representative will play a key role in sourcing and scheduling meetings for the sales team, engaging in outbound outreach, and managing leads across various channels.
Responsibilities
- Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns
- Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
- Schedule meetings for the Business Development Team and qualify sales opportunities
- Research new markets and identify new clients
- Manage new lead sources, including list creation and management
- Drive lead creation through outbound sales outreach—both email and over the phone
- Help with conferences and events, including logistics, set-up and follow-up
- Assist in activation of existing clients by prospecting into their advisor base
- Contribute to CRM, sales technology, reporting, and team operations
- Potential end-to-end sales cycle management, particularly of smaller clients
Skills
- Bachelor's degree
- 1+ years of related experience
- FINRA Series 7 licensed
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information
- Financial services background or true personal expertise with finance
- Technology company background or native comfort with technology
- Strong written and verbal communications
- Ability to work independently as part of a fast moving team with minimal guidance
- Capable of handling broad scope projects
- Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams
Benefits
- Competitive salaries
- Bonus and incentive opportunities
- Benefits for all employees
Company Overview
Flourish is a fintech platform for registered investment and financial advisers. It was founded in 2018, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://www.flourish.com.