Business Development Associate supporting sales teams in Wealth businesses. Focused on activity management and case support to drive new sales and advisor growth.
Responsibilities
Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
Manage activity for the territory
Clear the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries
Follow up with key contacts to maintain advisor confidence in sales process
Report on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
Prepare for special events and campaigns
Implement operational and sales support tactics
Facilitate weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
Ensure data integrity by inputting and maintaining advisor related information in CRM database, Salesforce
Provide general administrative support
Participate and attend sales conferences and meetings
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