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Job Requirements of Business Development Manager (Sales and Related):
- Provide financial planning services and advice to clients on personal investment products purchases
- Collect client financial information, analyze and evaluate a client's financial situation
- Develop long-term winning financial strategies
- Ensure accomplishment of business objectives
- Increase growth opportunities for the business
- Look for entry level professionals to join team
- Maintain relationships with clients and acquire new business accounts
- Maintain accurate records and daily data entry in accounting software
- Help train someone from the entry level into a managing partner
- Design and create implementation strategies for entry level associate training materials
- Perform research and data entry utilizing database systems
- Perform all other position-related duties
- Ensure qualified candidates will have the opportunity to grow into management and executive roles
- Advise management of various financial models and recommendations
- Conduct financial and business analysis of partner companies
Do you meet the requirements for this job?
Business Development Manager (Sales and Related)
We are urgently seeking new talent to join our reputable company. Transamerica has been leading the financial services industry for over 30 years, and we are rapidly expanding throughout the USA and Canada.
Transamerica has a rich 100+ year history of helping families and individuals of all financial backgrounds achieve their dreams of financial independence and create a better legacy for their families and loved ones.
We are looking for individuals who are hard-working, dedicated, and willing to undertake a training program as a financial professional and to potentially fast-track into management and leadership positions. This position can be done remotely, flexibly around your schedule and is extremely well compensated. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor.
Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. Due to our expansion, we are looking to fast-track the right individuals to success and financial independence!
OUR COMPANY OFFERS:
* Full, In Depth Training Program
* Flexible Schedule
* Part-Time and Full-Time Positions Available
* Exciting Work Environment
* Unlimited Growth Potential
* Stability and Security
QUALIFICATIONS:
* Outstanding communication skills, both verbal & written
* Able to work effectively in a team environment
* Detail-oriented and the ability to follow up on tasks
* Work effectively under pressure and maintain a positive attitude
* Capable of multi-tasking, prioritizing, and managing time efficiently
- Provide financial planning services and advice to clients on personal investment products purchases
- Collect client financial information, analyze and evaluate a client's financial situation
- Develop long-term winning financial strategies
- Ensure accomplishment of business objectives
- Increase growth opportunities for the business
- Look for entry level professionals to join team
- Maintain relationships with clients and acquire new business accounts
- Maintain accurate records and daily data entry in accounting software
- Help train someone from the entry level into a managing partner
- Design and create implementation strategies for entry level associate training materials
- Perform research and data entry utilizing database systems
- Perform all other position-related duties
- Ensure qualified candidates will have the opportunity to grow into management and executive roles
- Advise management of various financial models and recommendations
- Conduct financial and business analysis of partner companies
Recommended Skills
- Customer Service
- Financial Management
- Leadership
- Organizational Structure
- Relationship Building
- Retirement Planning
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