Drive sales growth for Caldwell Investment Management as a Business Development Manager in the Wealth and Asset Management sector. Engage Investment Advisors, lead campaigns, and promote innovative financial products.
Caldwell Investment Management is seeking a skilled Business Development Manager with 4-5 years of inside sales experience in financial services. Your role will include proactive outreach to Investment Advisors, maintaining in-depth product knowledge, and collaborating on marketing literature. This position requires proactive communication, strong organizational skills, and an entrepreneurial spirit to thrive in a dynamic environment.
Key Responsibilities:
• Conduct sales campaigns targeting Investment Advisors
• Source and connect with Investment Advisors via cold calls
• Maintain thorough product knowledge and assist with inquiries
• Collaborate with Sales teams for successful campaigns
• Update CRM to track advisor interactions
Requirements:
...