AppleOne has partnered with a company in the finance industry looking for Sales and Business Development Rep. for their growing team.

This is a direct hire position.

The ideal candidate will have extensive sales and experience in business development, ideally in the financial / investment industry;

knowledge and a willingness to design and implement a successful business development plan is essential. The ideal candidate will be professional, energetic, and dynamic.

They must have the desire and ability to help grow our business and increase our client base. Some qualities we highly value in applicants are self-motivation, diligence, being driven, enthusiasm, and having a positive attitude with strong networking and organizational skills.

The role will start at $75k, and bonuses, if no exposure to the financial industry.

Job Highlights :

• Must give specialized service and standout experiences to our clients.
• Must be service focused and knowledgeable about financial planning.
• Known for your excellent communication skills both written and verbal.
• Manage social media presence.
• Professional and assertive selling style.
• Supporting in servicing clients by preparing for meetings, developing presentation materials.
• Track, identify and add qualified prospects to sales pipeline.
• Conduct ongoing market research.
• Managing the workflow to support the wealth manager and wealth management leadership team commitments to clients and meet post-client meeting delivery deadlines.
• Delivering client support that results in increased referrals and high client retention.
• Develops community outreach plans, including relationship development with professional referral sources with the intent of generating viable leads for the community.
• Plan and organize educational financial workshops, including registration, attendee tracking, presentation, materials support and pre and post event.

Skills and Qualifications :

• BA / BS Preferred.
• Minimum 3 years of experience working in the sales / services industry.
• Experience creating marketing strategies.
• Proficiency with MS Word, Excel, PowerPoint, Outlook.
• Effective communication with other staff members.
• Strong track record expanding existing client base.
• Sales experience and knowledge of marketing and business development.
• Cold call and warm call skills.
• Strong social skills and the ability to deliver highly personalized service to each client.

Bonus structure and excellent benefits.

AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness.

All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws..

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The pay transparency policy is available here :

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

Additional Skills

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