Financial Sales Consultant – Wealth Management Services
Financial | Waltham | Massachusetts | $120,000
Our client is an established and growing financial services firm offering a variety of solutions and services both at the executive and corporate level. They are third-generation operated and owned, allowing them to build lasting relationships with a client-centric focus. They are currently looking for a new business development executive to their established team to further the organizations growth.
• The Business Development Executive will be focused on bringing net new business into the organization across all divisions: Retirement, Benefits, Life Insurance, Wealth Management and Investment Services.
• The Business Development Executive will be working cross functionally within the organization, with the Principals, Department Heads and Client Services Team
• The Business Development Executive will be expected to travel locally to attend networking events as well as present on-site at clients.
• 5+ years of experience in a C-Level, relationship driven sell
• Experience closing business face-to-face with clients
• Bachelor’s Degree Required, MBA Preferred
• Additional Licenses Preferredbut not required: FINRA securities licenses and MA life and health licenses, CFP®, CPA, CLU, Series 7
Location: Reporting daily to a Waltham, MA based office; traveling locally to attend events and network with clients.
Base Comp: $60,000 - $100,000
Total Comp: $100,000 - $120,000