Job Description
Job Description
Business Development Office r
General Job Description
This position is responsible for driving revenue growth through the acquisition and expansion of wealth management relationships.
The Business Development Officer is to have a strong understanding of the company’s services to stay competitive with clients.
The Business Development professional will work to identify new business opportunities, clients, products, services and lines of business with the end goal of helping the company expand and grow.
Essential Duties
- Manage, establish and build relationships with prospective clients and centers of influence
- Promote the company’s products / services to current and prospective clients
- Prospecting and customer engagement activities include developing and maintaining an active prospect list, customer outreach plan and quality referral sources
- Develop proposals for prospective clients
- Participate in the development and implementation of new business strategies
- Work with local team to develop and maintain client relationships
- Develop marketing strategies and sales strategies, build relationships with potential clients and negotiate client pricing with the overall aim to increase client satisfaction
- Identify client needs and suggest appropriate services
- Build and protect the brand and corporate image of Argent
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required.
- Bachelor’s degree preferred
- Two to five years of experience in a financial services, investment, tax or trust and estate legal role preferred
- Two to five years of experience in business development preferred or equivalent combination of education and experience
- Proven working experience as a business development manager, wealth advisor or a relevant financial services role
- Market Knowledge
- Ability to build good relationships and rapport ensuring high levels of service and satisfaction.
- Excellent verbal and written communication skills
- Strong organization and prioritization skills
- Ability to manage multiple tasks
- Ability to work well as part of a team
- Proficiency in Microsoft Office
- Experience with CRM software
Business Development Officer
The Business Development professional will work to identify new business opportunities, clients, products, services and lines of business with the end goal of helping the company expand and grow. The Business Development Officer is to have a strong understanding of the company’s services to st...
Advertising Account Executive (Cox Media)
Are you driven to succeed and looking to work for the best in the business?.Bring your ambition to Cox Media as a Cox Media Consultant II, where you will sell the most innovative digital media and TV advertising solutions in the marketplace.Our robust portfolio of in-demand advertising solutions mea...
Advertising Account Executive (Cox Media)
Hybrid - Ability to work remotely part of the week.Are you driven to succeed and looking to work for the best in the business?.Bring your ambition to Cox Media as a Cox Media Consultant II, where you will sell the most innovative digital media and TV advertising solutions in the marketplace.Our robu...
Business Development Manager (HGA-R)
Position Summary & Duties: This Business Development Account Manager position is a direct-hire position work for HGA. The Business Development Account Manager position can be located in The Woodlands, TX, Ruston, LA, Baton Rouge, LA, Dallas, TX, or Tulsa, OK. The Account Manager is responsible f...
Senior Account Executive
Provides guidance and participates in training on sales tactics to new Account Executives. Preparing complex to specialized account reports, correspondence and other written materials. ...
Manager Business Analyst, Learning & Development
KPMG is currently seeking a Manager, Business Analyst (Learning & Development) to join our Advisory Learning & Development organization. Provide consultation and expertise across Learning and Development, and the business by supplying requestors with the data they need using the best tool for each...
Director of Marketing & Economic Development
Key responsibilities include but are not limited to the following: Develop and implement marketing strategic plans, focusing on revenue growth and retention, and ensuring alignment with the company’s broader business objectives Build and maintain effective and intentional relationships with ke...
Business Development Manager
You will be part of a larger team of Business Development Managers located across the United States. Business Development Professional . This Business Development role requires very strong technical capabilities based on the products and related applications. At the same time, the role also requires...
Business Development Sales Manager – ERICO (Electrical Protection)
The Business Development Manager is responsible for creating ERICO product demand with sophisticated end-users/specifiers including identifying and developing new customers. Preferably 5+ years in outside sales or business development selling into an electrical, commercial, or industrial distributio...
Business Development and Marketing Manager
We are seeking an enthusiastic and personable Marketing and Business Development Specialist to join our homecare agency start-up. Proven experience in marketing, business development, or sales, preferably within the healthcare or homecare sector. This role is perfect for someone who thrives on build...