Business Development Associate

About the role

The Business Development Sales Role is a key driver of growth at Triad Partners, responsible for identifying, engaging, and onboarding qualified financial advisors to join our organization.

Responsibilities

• Prospecting & Relationship Building: Call a list of qualified contacts through warm and cold calls to recruit to Triad (LEADS PROVIDED)
• Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard into the Triad community
• Develop a complete knowledge of our value proposition and our offerings with the ability to communicate strategy and execution into their business
• Appointment Setting: Inspire qualified advisors to book discovery calls with the Director of New Member Outreach
• Aid newly committed advisors in the on-boarding process through licensing and release
• Execute marketing campaigns to prospects through e-mail, webinars and mail processes
• Lead Tracking & Qualification: CRM Management: Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details
• Master Sheet Oversight: Update and track the progress of prospects in the sales process, ensuring no lead is overlooked
• Lead Generation: Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status
• Lead Qualification: Engage and qualify prospects, removing those who do not align with Triad’s criteria

Competencies

• Resilience and Persistence: Bounce back from rejection and maintain motivation and focus to achieve goals
• Effective Communication Skills: Clearly and persuasively articulate ideas in verbal and written communication
• Problem-Solving and Adaptability: Quickly assess and respond to prospects’ needs, challenges, and goals with innovative solutions
• Proficiency in Cold Calling: Demonstrated success in initiating and converting leads through cold outreach methods
• Extreme Ownership: Take full accountability for outcomes and continually strive for improvement
• Day One Mentality: Approach each day with enthusiasm, curiosity, and the drive to make an impact
• Selflessness: Prioritize the needs of clients and team members to foster a collaborative environment
• Culture Mindset: Actively contribute to a positive and growth-oriented team culture
• Long-Term Thinking: Make decisions that align with sustainable growth and success

Experience You’ll Bring

• Previous sales experience
• Comfortability performing sales cold calls and cold outreach
• Excellent communication skills, both written and verbal
• Time management and ability to handle multiple tasks in a fast-paced environment
• Exceptional problem determination skills with a high attention to detail
• Ability to overcome objections

Bonus Items / Criteria

• Previous knowledge of fixed index annuity products
• Bachelor’s degree
• Sales Certifications