Business Development Associate

Is working with people you want to do life with important to you? It is to us, too.

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. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience.

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.
• Assisting 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

• Functional Competencies
• Resilience and Persistence
• Effective Communication Skills
• Problem-Solving and Adaptability
• Proficiency in Cold Calling
• Core Competencies
• Extreme Ownership
• Day One Mentality
• Selflessness
• Culture Mindset
• Long-Term Thinking

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

What Does DBDL Look Like for You?

• Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
• Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

What Are Our Benefits?

• Competitive compensation
• Fully paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Hybrid remote schedule for added flexibility
• Team events (minimum of monthly)