What are the responsibilities and job description for the Business Development Representative Manager position at flourish?
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,000 RIAs that collectively represent more than $2.6T in assets under management across two products — Flourish Annuities and Flourish Cash — and with our recent acquisition of Sora Finance, we’ll be adding a lending offering in 2026. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are not afraid to roll up your sleeves and jump in, but you are most excited to train, mentor, and manage a growing team of BDRs.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent work streams.
About the Role
Flourish is looking to hire a Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You’ll work cross-functionally with sales, marketing, relationship management, and overall Flourish leadership on everything from team goals to systems and processes to pipeline contribution, recognizing your team’s efforts plays a critical role in our overall go-to-market efforts.
Principal Responsibilities
- Lead, coach, and develop a team of BDRs to exceed meeting goals
- Manage business development representatives’ daily activities, such as strategic call campaigns, email campaigns and meetings booked
- Establish daily, weekly, and monthly KPIs for outreach, conversations, and conversions, then track daily activities including calls, meetings and campaigns using Hubspot along with proprietary in house tools
- Build and refine outbound prospecting strategies, including call/email cadences, targeting, and messaging
- Provide hands-on coaching through call shadowing, email review, and real-time feedback
- Recruit, hire and onboard new team members in a scalable and efficient manner
- Set individual and team goals based on strategic priorities of the broader team, in collaboration with sales management
- Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support
- Provide summary reports to sales management and Flourish leadership regarding key metrics
Minimum Qualifications
- Bachelor’s degree or equivalent working experience
- 1 year in sales management
- 3 years of related sales experience
- Demonstrated track record of success in outbound sales activity, including both call and email outreach
- Either have a Series 7 or willingness to get a Series 7 within 90 days of joining
- Either have a Series 63 or willingness to get a Series 63 within 90 days of joining
- Excellent coaching, mentoring, and motivational skills.
- Strong knowledge of cold outreach strategies (phone/email/social) and modern sales tools (e.g., HubSpot, Outreach, etc.)
- Metrics- and process-driven, with strong organizational and analytical abilities and proficiency in CRM systems
- 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.
Preferred Qualifications
- Strong interest in finance and technology
- Experience selling to wealth managers or experience at a wealth management firm
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $128,000 - $171,000 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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