New Business Specialist

At Scranton Financial Group, we are committed to helping advisors propel their own practice to the next level. With over 30 years’ experience in the financial services industry, David J. Scranton, owner of Scranton Financial Group, and his team of professionals share their expertise and experience to bridge that gap between prospects and clients 

Summary:

In this outbound calling-focused role, the New Business Development Specialist will set a high volume of discovery meetings with financial advisors by reaching out to leads through persistent and effective calling campaigns.

Responsibilities 

- Hit 250+ weekly touchpoints via email, calls and meetings to generate interest

- Adhere to lead follow up cadences using Kixie, Salesforce, HubSpot and LinkedIn 

- Continually optimize pitches and call scripts 

- Track pipeline activity and metrics towards monthly and weekly KPIs

Education and Experience

- Bachelor’s Degree or equivalent 

- 2+ years of outbound sales experience

- 3 – 5 years Assistant Branch Manager a plus

- Financial services experience a plus 

- Existing knowledge of key sales technologies 

- Series 65 and/or Life Insurance Licensed candidates preferred 

- Financial Advisor recruiting experience 

- Financial services sales experience

- Experience as a Financial Advisor 

- Developing and converting B2B leads

Scranton Financial Group is an E-Verify employer.

Scranton Financial Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.