Business Development Representative

Responsibilities

• Generate leads through high-volume outbound email and call campaigns
• Manage leads across multiple channels including inbounds and marketing-generated leads
• Schedule meetings for the Business Development Team and qualify sales opportunities
• Research new markets and identify potential new clients
• Manage new lead sources and list creation
• Assist with conference and event logistics, setup, and follow-up
• Contribute to CRM management, sales technology, and reporting
• Potential end-to-end sales cycle management for smaller clients

Requirements

• Bachelor’s degree
• 1+ years of related experience
• FINRA Series 7 licensed
• Ability to pass a fingerprint background check for FINRA qualification
• Financial services background or deep personal expertise in finance
• Technology company background or high comfort with technology

Preferred Qualifications

• Strong written and verbal communication skills
• Ability to work independently in a fast-moving team with minimal guidance
• Capability to handle broad scope projects
• Ability to problem solve and manage multiple workstreams independently

About the Company

Flourish helps financial advisors evolve from holistic advice to holistic implementation. We deliver financial products to independent Registered Investment Advisors (RIAs) through scalable technology. Flourish is an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.