Find JobsSalary EstimateCareer AdviceUpload ResumeEmployers / Post JobProfileMessage Center

Relationship Development-Financial

PEAK Technical Staffing

Charlotte, NC

Apply
JOB DETAILS
SKILLS
Artificial Intelligence (AI), Best Practices, Business Development, Business Strategy, Competitive Research, Customer Relationship Management (CRM) Systems, Desktop PC, Detail Oriented, Field Sales, Financial Services, Flexible Spending Accounts, High Net Worth, Industry/Trade Analysis, Interpersonal Skills, Lead Generation, Leadership, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Performance Metrics, Record Keeping, Revenue Growth, Sales Prospecting, Seminars, Set Goals, Time Management, Training/Teaching, Work From Home
LOCATION
Charlotte, NC
POSTED
12 days ago

#Tech-Pro-Admin-01

Job Summary

Our client is seeking an experienced professional to join their firm in a pivotal role that significantly contributes to the company's strategic growth and expansion plans. This position offers flexibility in work location, with the option to work remotely or from the on-site office in Charlotte, NC, as needed. Collaboration with the Chief Executive Officer will determine the work setting on any given day.

Responsibilities

  • Generate leads using a relationship-based approach to identify, attract, and acquire prospective clients.
  • Develop meaningful relationships with referral sources and prospective clients.
  • Market the firm's competitive position, value proposition, and commitment to ethics and values.
  • Establish and maintain business relationships to generate new business for the firm.
  • Promote the firm's brand to business partners and prospective clients.
  • Build a network of referrals to create new opportunities for relationship development and revenue growth.
  • Conduct presentations and seminars to raise awareness about the firm's industry leadership and services.
  • Coordinate relationship development activities with the Executive Vice President/Chief Operating Officer and Financial Advisors.
  • Utilize the firm's technical resources to track and monitor all relationship development activities.
  • Maintain accurate records and monitor the effectiveness of marketing and referral networking activities.
  • Provide insights on marketing conditions and competitor activities to the Executive Vice President/Chief Operating Officer.
  • Engage in professional training and development to stay informed about industry trends and best practices.

Qualifications

  • Bachelor's Degree required; a graduate or advanced degree preferred.
  • 5-10 years of applicable experience in field sales, preferably in financial services or a comparable industry.
  • Self-driven and motivated to meet performance metrics and new business development goals.
  • Ability to leverage and establish relationships and networks with high-net-worth individuals.
  • Highly organized with strong time management skills and attention to detail.
  • Strong interpersonal skills and experience interacting with a wide range of people.
  • Proficient in desktop applications (Word, Excel, PowerPoint), Outlook, and CRM systems.

Location

Charlotte, NC, is a vibrant city known for its dynamic culture, thriving business environment, and high quality of life. It offers a perfect blend of urban amenities and Southern charm, making it an ideal place to live and work.

Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.

About the Company

P

PEAK Technical Staffing

For over 50 years, PEAK has excelled in providing comprehensive staffing and workforce solutions. We go beyond traditional staffing to offer a holistic, on-demand workforce model, addressing every facet of your workforce needs.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1968
WEBSITE
http://www.peaktechnical.com