Flourish
Financial Technology
BusinessDevelopmentRepresentativeManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Business Development Representative Manager at Flourish. Skills: Sales management, Business development, Team leadership. Lead, coach, and develop a team of BDRs. Manage business development representatives’ daily activities”
What You'll Achieve.
Exceed meeting goals; Contribute to our sales efforts; Pipeline contribution
Industry & Context.
problem solver and creative, independent thinker
Pass a fingerprint background check to qualify as a fingerprinted person under FINRA
What They're Looking For.
Must Have
Bachelor's degree or equivalent working experience, 1+ year in sales management, 3+ years of related sales experience, Demonstrated track record of success in outbound sales activity, including both call and email outreach, Either have a Series 7 or willingness to get a Series 7 within 90 days of joining, Either have a Series 63 or willingness to get a Series 63 within 90 days of joining, Excellent coaching, mentoring, and motivational skills, knowledge of cold outreach strategies (phoneail/social) and modern sales tools (e. g. , HubSpot, Outreach, etc.), Metrics- and process-driven, with organizational and analytical abilities and proficiency in CRM systems, Candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA
Nice to Have
interest in finance and technology, Experience selling to wealth managers or experience at a wealth management firm, Experience working as part of a fast-moving team with minimal guidance, Highly comfortable with technology, both personally and professionally, Excellent written and verbal communications, both internally and externally, problem solver and creative, independent thinker, Energetic, positive and charismatic
What You'll Do.
and develop a team of BDRs
Manage business development representatives’ daily activities
Track daily activities using Hubspot
Build and refine outbound prospecting strategies
Provide hands-on coaching
hire and onboard new team members
Set individual and team goals
Partner with marketing on lead generation
Provide summary reports to sales management
How You'll Work.
Team & Collaboration
Work collaboratively with the Head of Business Development to set strategy and goals; Work cross-functionally with sales, marketing, relationship management, and leadership; Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support; Provide summary reports to sales management and Flourish leadership
Communication Scope
Skilled communicator, both verbally and in writing; Explaining complex topics in a concise, clear and engaging manner; Excellent written and verbal communications, both internally and externally
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 not afraid to roll up your sleeves and jump in, but you are most excited to train, mentor, and manage a growing team of BDRs. You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent work streams. About the Role Flourish is looking to hire a Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You’ll work cross-functionally with sales, marketing, relationshi
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