Flourish
Financial Technology
BusinessDevelopmentRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Representative at Flourish. Skills: Lead generation, Sales outreach, Client prospecting. Source and schedule meetings. Set meetings through outbound outreach”
Industry & Context.
Problem solve
Fingerprint background check
What They're Looking For.
Must Have
Bachelor's degree, 1+ years of related experience, FINRA Series 7 licensed, Pass a fingerprint background check
Nice to Have
Financial services background, Technology company background, Written and verbal communications, Ability to work independently, Capable of handling broad scope projects, Ability to problem solve, Shift priorities quickly, Independently manage multiple workstreams
What You'll Do.
Source and schedule meetings
Set meetings through outbound outreach
Prospect within existing clients
Qualify inbound leads
Manage conferences and events
Research untapped markets
Identify potential relationships
Share industry knowledge
Generate leads through outbound activity
Integrate email and call campaigns
Manage leads across multiple channels
Schedule meetings for Business Development Team
Qualify sales opportunities
Manage new lead sources
Create and manage lists
Drive lead creation through outbound sales
Conduct outbound sales outreach
Assist with conferences and events
Assist with event logistics
Assist with event set-up
Assist with event follow-up
Assist in activation of existing clients
Prospect into advisor base
Contribute to sales technology
Contribute to reporting
Contribute to team operations
Manage end-to-end sales cycle
How You'll Work.
Team & Collaboration
Collaborative team environment; Fast-paced startup
Communication Scope
Verbal communication; Written communication; Concise explanation; Clear explanation; Engaging explanation; Sharp writing skills; Think on your feet
Full Job Description
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company. Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company. About You You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are highly self-motivated and enjoy working in a collaborative team environment. You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts—whether through direct client interactions or by contributing to our sales operations, technology, onboarding or support. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams. About the Role As an early member of our business development team, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through setting meetings through a high volume of outbound outreach, helping to prospect within existing clients, qualifying inbound leads, and managing conferences, events and lead lists oftentimes work
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