Business Development & Sales Associate

About the role

We are seeking a driven and disciplined Business Development & Sales Associate to join our growing Veteran-owned financial brokerage firm.

Key Responsibilities

• Identify and qualify prospective clients through targeted outreach and strategic lead generation
• Develop and manage organized prospecting campaigns and sales pipelines
• Conduct initial outreach (phone, email, LinkedIn, referrals) to initiate client relationships
• Execute and optimize structured sales funnels from lead generation through conversion
• Track and analyze pipeline metrics using Excel
• Provide leadership with insights and recommendations to improve sales processes and operational efficiency
• Collaborate with advisors and executives to align outreach efforts with firm growth objectives

Qualifications & Competencies

• Self-starter with strong initiative and accountability
• Persistent and resilient within a sales environment
• Goal-oriented and driven
• Strong interpersonal and communication skills
• Highly organized with strong attention to detail
• Proficient in Microsoft Excel and comfortable working with data
• Strong troubleshooting and problem-solving skills
• Team-oriented mindset with a competitive drive

Professional Development

• The firm is willing to train and sponsor appropriate candidates for industry credentials as part of professional advancement.

Who Will Thrive Here

This role is ideal for a motivated individual who is hungry to build a career, willing to put in the work, and eager to grow within a structured but entrepreneurial environment. Candidates who value discipline, integrity, and performance accountability will find strong alignment with our firm.

Pay

$60,000-$75,000