New Business Development Representative

Company Description BL | Financial Group is a team of experienced financial professionals specializing in serving executives and partners of large accounting firms. The firm emphasizes strict, sound financial practices to deliver forward-thinking, tax-efficient strategies tailored to each client’s unique needs. Services include developing comprehensive financial strategies, customized executive financial programs, and detailed asset allocation analyses. Professional excellence, integrity, open communication, and a principled approach guide the firm’s commitment to personalized service and client confidence.

Role Description: The Senior New Business Development role is a full-time, hybrid position based in Greater Philadelphia, with flexibility for partial work from home. This role is focused on identifying, developing, and cultivating new client relationships among executives and partners of large accounting firms, while also supporting the expansion of existing relationships. The individual will work closely with internal financial professionals to align prospective client needs with the firm’s planning, investment, and service capabilities. Day-to-day activities include prospecting and outreach, relationship development, sales presentations, pipeline management, follow-up coordination, and support for seamless client onboarding experience.

Key Responsibilities

· Identify and pursue new business opportunities with executives, partners, and other qualified prospective clients.

· Develop and execute targeted outreach strategies, including email, phone, referral-based, and networking initiatives.

· Support the preparation and delivery of business development presentations and client-facing materials.

· Maintain accurate pipeline records, track activity, and provide regular updates on prospecting progress and opportunity status.

· Collaborate with financial professionals, operations, and compliance resources to support an efficient onboarding process.

· Build long-term relationships by demonstrating professionalism, responsiveness, and a clear understanding of client needs.

Training and Licensing Period

The first six months of employment will serve as a structured training and licensing period. During this time, the individual will focus on learning the firm’s business development process, client service standards, technology platforms, compliance expectations, and financial services industry requirements. The employee will also be expected to work toward obtaining any required licenses applicable to the role, with guidance and support from the firm throughout the licensing process. During this period said employee will also be expected to develop new business from all sources.

Computer and Technology Provided

The firm will provide the necessary computer and technology resources required to perform the responsibilities of the role. This may include a company-issued computer, access to approved software platforms, communication tools, secure systems, and other business technology needed to support prospecting, client relationship management, reporting, and collaboration in a hybrid work environment.

Qualifications

• Series 7 & 66 with Life and Health licenses
• Demonstrated expertise in New Business Development and Business Development to identify, pursue, and secure new client relationships.
• Strong Business Planning and account strategy skills to design and implement effective growth plans.
• Proven Sales skills, including consultative selling, negotiation, and closing complex engagements.
• Solid Account Management capabilities to nurture long-term client relationships and ensure high service standards.
• Experience in financial services, wealth management, or working with executive and partner-level clients is highly beneficial.
• Excellent interpersonal, communication, and presentation skills, with the ability to build trust and convey complex financial concepts clearly.
• High level of integrity, professionalism, and commitment to client confidentiality and ethical business practices.
• Bachelor’s degree in Business, Finance, Economics, or a related field; advanced credentials (e.g., CFP, CFA, MBA) are a plus.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate with cross-functional teams.

Join us as a New Business Development Representative and be at the forefront of expanding financial solutions! Your energy, technical knowledge, and passion for sales will make a tangible impact on our growth trajectory. We value proactive thinkers who excel at building relationships through effective communication and strategic negotiation. This is more than just a job — it’s your chance to grow professionally while making a difference in the lives of others.

Pay: $50,000.00 - $85,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Hybrid remote in Bala-Cynwyd, PA 19004

Salary : $50,000 - $85,000