What are the responsibilities and job description for the Business Development Representative - Financial Services position at CampusPoint?
Our client is the heartbeat of the financial services M&A world. With a team of over 50 experts, they help financial advisors build, value, and sell their businesses. They don’t just close deals, they help independent advisors protect and manage the equity they’ve spent a lifetime building.
Please note that we're only considering candidates who reside in the following states:
- Georgia
- Maine
- Massachusetts
- Nebraska
- Wisconsin
Compensation: $75,000-$105,000/year base compensation and uncapped, variable commission structure for total target compensation from $150,000 to $200,000 plus
Availability: Monday - Friday 8am - 5pm
As a Business Development Representative, you are the bridge between a prospect’s current challenges and our expert solutions. You will manage a warm pipeline, identify advisor needs, and close new business engagements.
Duties & Responsibilities:
- Consultative Growth: Move beyond transactional sales. You will uncover both stated and unstated needs of financial advisors, offering tailored solutions that help them achieve long-term business goals.
- Relationship Architecture: Build and nurture deep connections with potential clients and industry partners.
- Collaborative Strategy: Partner with our Marketing and Business Intelligence teams to refine messaging based on what you’re hearing on the front lines.
- Subject Matter Expertise: Become a student of the industry. You’ll deliver high-level content via Zoom and industry conferences, explaining "Why change?" and "Why now?
Qualifications:
- Experience in financial services required (financial advisors landscape preferred)
- 4 years of business development, account executive, or sales experience is preferred
- BSc/BA in business, finance, psychology, communication, marketing, or related areas.
- Demonstrable history of achieving sales results
- Experience with Salesforce, Slack, and HubSpot strongly preferred
- Understanding of financial market dynamics, including demographics
CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
If you need assistance or an accommodation due to a disability, you may contact us at hr@campuspoint.com or 1 206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint’s ADA Policy.
Salary : $75,000 - $105,000