What are the responsibilities and job description for the Business Development Rep position at Avior Wealth Management LLC?
About Us
At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.
Avior Core Values
We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:
- It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
- We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities.
- We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
- We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.
Position Overview
The Business Development Representative is responsible for driving new business opportunities through outbound prospecting. This role focuses on initiating contact with potential clients, qualifying leads, and setting appointments for the sales team. The ideal candidate is highly motivated, results-driven, and excels at building quick rapport while maintaining consistent activity levels to achieve growth targets
Key Responsibilities
- Prospecting and lead generation: Conduct high-volume outbound calls, emails, and social media outreach to identify and engage potential clients.
- Lead qualification: Research new prospects, identify key players, assess leads based on their needs and fit for our products or services.
- Appointment setting: Schedule qualified leads for discovery meetings or demos with wealth advisors.
- Communication and relationship building: Clearly communicate the company's value proposition, build initial relationships, and nurture leads through the early stages of the sales funnel.
- Sales support: Provide feedback to the marketing team on lead quality and support the sales team with hand-offs and follow-up.
- Pipeline management: Track outreach activities and manage a pipeline of potential opportunities.
Qualifications
- Excellent oral and written communication skills.
- Strong active listening skills.
- Ability to handle objections proactively.
- Resilience and a problem-solving attitude.
- Time management and organizational skills.
- A client-focused and helpful approach.
- Familiarity with sales methodologies and Salesforce CRM software is preferred.
Your Well-Being Matters
In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:
- 401k and 401k Matching: Plan for your future with our retirement savings options.
- Dental Insurance: Maintain your oral health with coverage for a range of dental services.
- Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
- Health Insurance: Take care of your physical well-being with our health insurance offerings.
- Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
- Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses.
- Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
- Disability Insurance: Safeguard your financial future in the face of the unexpected.
- Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
- Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible PTO policy reflects our commitment to your overall happiness.
Work Environment
- Full-time
- In-office with work from home flexibility
- Monday – Friday 8:00 am – 4:30 pm