Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. Bluespring launched in 2019 to provide much needed deal flexibility, succession solutions, and entrepreneurship to the wealth management acquisition space.

We take a relationship-based approach to partnering with and supporting outstanding teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in essential areas of growth.

SUMMARY:

As the Business Development Specialist you will report to the VP, Business Development. You will create activity in the early and intermediate stages our sales funnel and you will create leads for our external recruiters to close.

RESPONSIBILITIES:

• Cold-call prospects on the outbound prospect lists to identify level of interest
• Warm-call marketing qualified leads to follow up on interest, invite to events, or pass to external recruiters.
• Research target accounts, monitor them for news of material changes, and build overall account knowledge.
• Document research in CRM prospect management.
• Document contact history in CRM prospect records.
• Develop our outbound prospect lists.
• Qualify leads and set appointments.
• Nurture and cultivate relationships with our leads.

SKILLS:

• Research
• Cold Calling
• Warm Calling
• Sales

EDUCATION AND EXPERIENCE:

• 3 years' as a sales professional
• Financial services sales valuable.
• Bachelor's degree or 10 years financial sales experience

CERTIFICATES, LICENSES, REGISTRATIONS:

• FINRA Series 7 or combination of FINRA Series 6 and 63 licenses.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.