Business Development & Sales Associate

Position OverviewWe are seeking a driven and disciplined Business Development ,Sales Associate to join our growing Veteran-owned financial brokerage firm. This individual will play a critical role in expanding our client base by identifying new business opportunities, managing structured prospecting initiatives, and strengthening our overall sales infrastructure.The ideal candidate is resourceful, persistent, and highly organized and thrives in a performance driven environment and is motivated to build long term success in financial services.Key ResponsibilitiesIdentify and qualify prospective clients through targeted outreach and strategic lead generationDevelop and manage organized prospecting campaigns and sales pipelinesConduct initial outreach (phone, email, LinkedIn, referrals) to initiate client relationshipsExecute and optimize structured sales funnels from lead generation through conversionTrack and analyze pipeline metrics using Excel Provide leadership with insights and recommendations to improve sales processes and operational efficiencyCollaborate with advisors and executives to align outreach efforts with firm growth objectivesQualifications ,CompetenciesRequired:Self-starter with strong initiative and accountabilityPersistent and resilient within a sales environmentGoal Oriented and drivenStrong interpersonal and communication skillsHighly organized with strong attention to detailProficient in Microsoft Excel and comfortable working with dataStrong troubleshooting and problem-solving skillsTeam-oriented mindset with a competitive drive

Created: 2026-04-04