Analyst, Business Development/Sales

About the Position

We are actively seeking someone who wakes up ready to dial. This is a pure hunter position. Your job is to fill seats in Performance Trust’s educational programs and generate introductory meetings for our senior advisors. That’s it. No account management. No babysitting existing clients. You are the tip of the spear.

You will be on the phone. You will be writing sharp, compelling emails. You will hear “no” and you will call back anyway, because you understand that in this business, timing and persistence are everything. The CEO or CFO who brushes you off in January may be your best attendee in September. You play the long game without losing the urgency.

This role is the engine of our front-end pipeline. Performance Trust’s business model runs on relationships that start with education. Our programs introduce community bank CEOs and CFOs to a better way of thinking about their balance sheets. Your mission is to get those executives in the room. Everything downstream depends on it.

This is an on-site position in our Dallas, Texas office. We want you here, building the habit and the culture of consistent outreach.

Qualifications

• 1–3 years of outbound sales, business development, or high-volume prospecting experience, you’ve made the calls, you know what it feels like
• Bachelor’s degree preferred
• Hunger. Genuine, get-up-early, stay-late hunger. This isn’t a role for someone who needs to be motivated from the outside
• Thick skin and a short memory, you shake off rejection and move to the next one
• Sharp written and verbal communication, your emails get opened, your voicemails get returned
• Financial services exposure is a plus, but what matters more is that you can learn a sophisticated value proposition and deliver
• Coachable and process-oriented, while still showing the initiative to find what works
• You see this for what it is: a launching pad at a firm where top performers build exceptional careers
• This is a client-facing role with roughly 30% travel to support on-site engagements, represent the company at industry events, and collaborate with regional teams
• Licenses Required: Active FINRA SIE, Series 7 and Series 63 or ability to obtain within 120 days of hire date
• Candidates must be eligible to work permanently in the United States without sponsorship.

Benefits

• Health Coverage
• Time Off & Work-Life Benefits
• Wellness & Everyday Support

Pay

The base salary range for this position is $75,000-$95,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.

Schedule

This is an on-site position in our Dallas, Texas office.