Business Development Representative

Responsibilities: 

• Conduct research and find compelling events to identify customer needs and personalize sales communications. 

• Source, prepare for and participate in business meetings with prospective clients within either Asset Owner, Asset Management or Insurance.

• Promote the company’s products/services addressing or predicting clients’ objectives with the goal to increase net new pipeline. 

• Create and maintain client information in our CRM database. 

• Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel. 
   

Required Skills: 

• Excellent relationship building skills and natural curiosity. 

• Track record of success in life. 

• Competitiveness – passion & drive, solid work ethic, motivation. 

• Ability to be a team player while also making independent decisions. 

• Strong computer skills, including proficiency in Microsoft Office. 

• Excellent attention to detail and strong documentation skills. 

• Outstanding verbal and written communication skills. 

• Strong organizational and interpersonal skills. 

• Exceptional problem-solving abilities. 
   

Education and Experience:  

• Bachelor's degree in business administration, finance, accounting and/or another related area. 

• 1+ years’ successful attainment in a Business Development or Inside Sales role.