Business Development Associate

JOB SUMMARY The Business Development Associate is focused primarily on creating new business opportunities for the Financial Advisor with the goal of generating revenue for the Wealth Team. This individual will proactively identify and engage prospective clients through cold outreach, warm leads, referrals, and other prospecting channels, with the goal of generating qualified introductory appointments for the advisor. The Business Development Associate is focused primarily on creating new business opportunities for the Financial Advisor with the goal of generating revenue for the Wealth Team. This individual will proactively identify and engage prospective clients through cold outreach, warm leads, referrals, and other prospecting channels, with the goal of generating qualified introductory appointments for the advisor. JOB DUTIES AND RESPONSIBILITIES Business Development & Appointment Setting Conduct consistent outbound prospecting through phone calls, email, and other approved communication channels. Engage with cold prospects, warm leads, referrals, and other prospective clients to create new opportunities for the advisor. Initiate meaningful conversations with prospective clients and determine potential fit for an introductory meeting. Schedule and coordinate qualified prospect appointments directly on the advisor's calendar. Follow up persistently and professionally with prospects who have expressed interest but are not yet ready to meet. Maintain accurate and timely prospect activity, notes, and follow-up tasks within the CRM. Partner closely with the Financial Advisor to understand target prospects, messaging, priorities, and appointment quality. Consistently represent SageSpring and the advisor with professionalism, confidence, and enthusiasm. Client Service & Team Support Assist with scheduling client and prospect meetings and managing calendars. Prepare materials and information needed for follow-up client and prospect meetings. Coordinate meeting follow-up and ensure appropriate next steps are completed. Assist with client communications, service requests, and administrative needs. Support account-opening and onboarding processes and help coordinate required paperwork. Maintain accurate client and prospect information in the firm's CRM and systems. Provide general administrative and organizational support to the Financial Advisor and team. REQUIRED QUALIFICATIONS Bachelor's degree required. 2-3 years of experience in financial services, wealth management, or banking. Previous experience in sales, business development, recruiting, customer service, hospitality, or another highly interpersonal environment is a plus. Series 65, Series 66, Series 7 licenses not required, but appreciated. Strong communication and relationship-building skills. Comfortable working in a fast-paced, performance-oriented environment. Strong attention to detail and follow-through. Ability to work 100% in-office. PHYSICAL DEMANDS Ability to work in a traditional professional office setting Prolonged periods of sitting at a desk and working on a computer Advanced computer skills and ability to effectively operate computer equipment, software systems and databases Work schedule may vary and is determined by project schedules Ability to efficiently operate all job-related office equipment Ability to communicate via telephone, computer and work in virtual teams Must be able to lift up to 15 pounds at a time Ability to travel using personal vehicle to other office locations as needed S----- About SageSpring This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose remains the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference. Rewards & Culture Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays. #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday. Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment. Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners. High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down. Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes. Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information. #J-18808-Ljbffr