TRIAD
Business Development Associate
Lawrence, KS
Sponsorship not specifiedDetected 5 days ago
CRMSalesBusiness DevelopmentLead GenerationCold OutreachResearchCommunicationProblem SolvingTime ManagementAdaptability
About the role
- Is working with people you want to do life with important to you?
- At Triad, our motto is simple: #DBDL - Do Business, Do Life.
- While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members.
Responsibilities
- Here 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.
- 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.
- Day One Mentality: Approach each day with enthusiasm, curiosity, and the drive to make an impact.
- Approach each day with enthusiasm, curiosity, and the drive to make an impact.
- Let's Build Something Extraordinary Together.
Requirements
- Proficiency in Cold Calling Demonstrated success in initiating and converting leads through cold outreach methods.
Benefits
- What Are Our Benefits?
Company info
- business growth should never come at the expense of personal freedom.
- We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
- Actively contribute to a positive and growth-oriented team culture.
- As part of our team, you'll collaborate on projects that directly contribute to the success of our clients and our company.
This listing is sourced directly from TRIAD's careers page and normalized into a canonical job model.