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Business Development Associate

Burnett Specialists

Houston, TX

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JOB DETAILS
SKILLS
Business Development, Communication Skills, Customer Relations, Customer Relationship Management (CRM) Systems, Entrepreneurship, Financial Services, Industry/Trade Analysis, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multitasking, Onboarding, Organizational Skills, Sales, Sales Qualification, Team Player, Technical Support, Training Program, Training/Teaching, Willing to Travel
LOCATION
Houston, TX
POSTED
5 days ago
Business Development Associate - Houston This is a dynamic opportunity with a well-established, national financial services firm that partners with independent financial advisors to provide top-tier wealth-building and protection solutions. The organization offers the tools, technology, and support advisors need to grow their practices and succeed in a constantly evolving financial landscape.

Responsibilities • Complete a comprehensive onboarding and training program.
• Make proactive outbound sales calls to recruit financial advisors.
• Respond to and qualify inbound leads.
• Meet daily call activity expectations and monthly performance goals.
• Gain proficiency in sales enablement platforms and CRM systems.
• Participate in ongoing training and development.
• Stay up to date with industry trends, product knowledge, and market developments.
• Maintain professionalism and uphold company values in all client interactions.

Qualifications • Entry-level sales role – previous sales experience not required.
• Entrepreneurial mindset with strong initiative.
• Excellent communication and phone presence.
• Strong questioning skills to qualify and close opportunities.
• Driven, persistent, and able to thrive in a fast-paced environment.
• Collaborative team player with a positive, energetic attitude.
• Strong organizational and multitasking abilities.
• Proficient in Microsoft Outlook, Word, and Excel.
• Some travel may be required.



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About the Company

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Burnett Specialists

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