Stenger Family Office · 17 hours ago
Business Development Representative
Stenger Family Office is a fiduciary wealth management firm with a legacy dating back to 1981, serving clients with comprehensive financial services. They are seeking a full-time Business Development Representative to prospect and generate leads, build client relationships, and assist in strategies to grow the firm's client base.
Financial ServicesTax PreparationWealth Management
Responsibilities
Prospecting and generating leads
Building and maintaining client relationships
Identifying new business opportunities
Assisting in the development and execution of strategies to grow the firm's client base
Collaboration with the team to identify client needs and provide tailored solutions
Achieving and exceeding sales targets
Qualification
Required
Proven skills and experience in Inside Sales and Lead Generation
Strong Communication and interpersonal abilities
Expertise in Sales and Business Development strategies
Proactive approach to establishing client relationships and meeting targets
Strong organizational skills and ability to work effectively in an office-based environment
Preferred
Proficiency with CRM tools and related software is an advantage
Bachelor's degree in Business Administration, Sales, Marketing, or a related field is preferred
Prior experience in the financial services or wealth management industry is a plus