Business Development Representative
Job Description
Flourish was founded in 2017 with the goal of helping financial advisors to better secure the financial futures of their clients. We focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 400 RIAs that collectively represent more than $1 trillion in assets under management across two products: Flourish Cash,1 a cash management solution with more than $1B in deposits, and Flourish Crypto,2 a turnkey cryptocurrency offering built for financial advisors and their clients. In February of 2021, we joined MassMutual3 to continue our journey in partnering with the independent RIA community to help more people reach their financial goals.
Read on if you are interested in joining a small, highly collaborative, rapidly growing startup—backed by the support and stability of a Fortune 500 company.
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are highly self-motivated and enjoy working in a collaborative team environment.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts—whether through direct client interactions or by contributing to our sales operations, technology, onboarding or support. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.
About the RoleAs our first business development representative, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through qualifying inbound leads, managing conferences, events and lead lists, or generating new leads from outbound efforts, oftentimes working independently while managing multiple initiatives. We will count on you to research untapped markets, identify potential relationships and share newly found industry knowledge with the team. As an external facing member of the team, sharp writing skills and the ability to think on your feet are vital.
However, success in this role will stretch far beyond direct sales efforts: you may contribute to our overall sales efforts by helping with conferences and events, digging into metrics and reporting, assisting in onboarding of new clients and overall customer success, managing our CRM and sales technology and more.Â
Principal Responsibilities- Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
- Research new markets and identify new clients
- Manage new lead sources, including list creation and management
- Schedule meetings for the Business Development Team and qualify sales opportunities
- Drive lead creation through outbound sales outreach—both email and over the phone
- Help with conferences and events, including logistics, set-up and follow-up
- Assist with customer success, including helping to onboard and follow-up with new firms
- Help managing our CRM, sales technology, reporting, and team operations
- Bachelor’s degree
- 2+ years of related experience
- Financial services background or true personal expertise with finance
- Technology company background or native comfort with technology
- Either have a Series 7 or are willing to quickly get one
- Strong written and verbal communications
- Ability to work independently as part of a fast moving team with minimal guidance
- Capable of handling broad scope projects
- Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
1 A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party banks that have agreed to accept deposits from customers of Flourish Financial LLC (Program Banks). The accounts at Program Banks will pay a variable rate of interest. If you were introduced or invited to Flourish Cash by a third-party investment adviser or other third party, whose name or logo may be shown above, please be aware that, unless otherwise disclosed to you, they are not affiliated with Flourish Financial LLC and will not provide any advisory or brokerage services for your Flourish Cash account or have the authority to provide instructions on your account.
2 Flourish Crypto is a cryptocurrency investment account through which investors can trade cryptocurrencies and maintain custody of cryptocurrencies and U.S. dollars. Custody of Flourish Crypto accounts, including all assets in the accounts, and cryptocurrency trading services are provided by Paxos Trust Company, LLC (Paxos) in accordance with the Paxos Terms. Paxos is a New York limited purpose trust company regulated by the New York Department of Financial Services. Website and other technology services and support for Flourish Crypto accounts are provided by Flourish Digital Assets LLC (Flourish Digital Assets) in accordance with the Flourish Crypto Terms. Flourish Digital Assets is registered in New York as a commodity broker-dealer. Investment options in Flourish Crypto accounts are currently limited to bitcoin. Cryptocurrencies held in Flourish Crypto accounts are not currently eligible for in-kind transfer to other custodians or cryptocurrency wallets. If a Flourish Crypto account is closed, the customer’s cryptocurrency positions will be liquidated and the customer will receive the U.S. dollar proceeds. Investing in cryptocurrencies involves a high degree of risk, as further described in the risk disclosures section of the Paxos Terms and the Flourish Crypto Terms. Flourish Crypto accounts are separate from Flourish Cash accounts and assets in Flourish Crypto accounts are not eligible for protection by the Securities Investor Protection Corporation (SIPC).
3 The Flourish business is owned by Massachusetts Mutual Life Insurance Company ("MassMutual"). Flourish Financial LLC and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual.
Date Posted
08/10/2022
Views
6
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