The Business Development Sales Role is a key driver of growth at Triad Partners, responsible for identifying, engaging, and onboarding qualified financial advisors to join our organization. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience.
Responsibilities
Prospecting & Relationship Building
Call a list of qualified contacts through warm and cold calls to recruit to Triad (LEADS PROVIDED)
Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard into the Triad community
Develop a complete knowledge of our value proposition and our offerings with the ability to communicate strategy and execution into their business
Appointment Setting: Inspire qualified advisors to book discovery calls with the Director of New Member Outreach.
Assisting newly committed advisors in the on-boarding process through licensing and release
Execute marketing campaigns to prospects through e-mail, webinars and mail processes
Lead Tracking & Qualification
CRM Management: Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details.
Master Sheet Oversight: Update and track the progress of prospects in the sales process, ensuring no lead is overlooked.
Lead Generation: Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status.
Lead Qualification: Engage and qualify prospects, removing those who do not align with Triad’s criteria.
Competencies
Functional Competencies
Resilience and Persistence
Bounce back from rejection and maintain motivation and focus to achieve goals.
Effective Communication Skills
Clearly and persuasively articulate ideas in verbal and written communication.
Problem-Solving and Adaptability
Quickly assess and respond to prospects’ needs, challenges, and goals with innovative solutions.
Proficiency in Cold Calling
Demonstrated success in initiating and converting leads through cold outreach methods.
Core Competencies
Extreme Ownership: Take full accountability for outcomes and continually strive for improvement.
Day One Mentality: Approach each day with enthusiasm, curiosity, and the drive to make an impact.
Selflessness: Prioritize the needs of clients and team members to foster a collaborative environment.
Customer-Obsessed: Focus on delivering exceptional value and experiences to clients.
Culture Mindset: Actively contribute to a positive and growth-oriented team culture.
Long-Term Thinking: Make decisions that align with sustainable growth and success.
Experience You’ll Bring
Previous sales experience
Comfortability performing sales cold calls and cold outreach
Excellent communication skills, both written and verbal
Time management and ability to handle multiple tasks in a fast-paced environment
Exceptional problem determination skills with a high attention to detail
Ability to overcome objections
Bonus Items / Criteria
Previous knowledge of fixed index annuity products