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Business Development Officer
$96k-124k (estimate)
Full Time 1 Week Ago
Save

Savant Wealth Management is Hiring a Business Development Officer Near Atlanta, GA

Job Details
Job Location
Atlanta GA - Atlanta, GA
Position Type
Full Time
Job Shift
Day
DescriptionThe Business Development Officer has responsibility for initiating new client relationships and creating brand awareness in the markets served by Savant Wealth Management. This is a regional Business Development Officer role, which will focus on our Southeast region. This role is responsible following through on leads generated through custodial referral partners, digital marketing efforts, and others. This Business Development Officer will build and maintain strong relationships, present our value proposition and educate others on what is new with Savant.
The Business Development Officer can expect to focus in the following areas:
  • Convert and close assets under management from multiple lead channels into new Savant clients
  • Identify prospective Savant clients or referral sources by educating about and positioning Savant capabilities to generate awareness, deliver solutions and drive new revenue
  • Call on prospects and Centers of Influence to sell the full spectrum of Savant services.
  • Cultivate referrals/leads, generate interest and collaborate with other Savant advisors to close the sale
  • Work with management and/or advisors to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale
  • Meet with and educate Savant principals to position the value of Savant capabilities.
  • Assess new business opportunities on a consistent basis
  • Respond to new business inquiries and requests for proposals.
  • Maintain territory and focus lists.
  • Complete timely, accurate and complete sales administration tasks, as determined by the business.
  • Build and maintain strong relationships with branches and referral networks through activity-based measurements.
  • Travel throughout the region while juggling role responsibilities and multi-tasking.
QualificationsThe Business Development Financial Advisor position typically requires the following qualifications:
  • Bachelor’s Degree from an accredited college or university.
  • Minimum 7 years’ experience in investment management and/or Financial Advisor services with demonstrated ability to develop and manage plans and manage client relationships
  • Financial planning/wealth management acumen, judgment, and experience
  • Series 65 License
  • Ability to travel to various markets 50-80% of the time
  • Able to work collaboratively and effectively with other members of the organization, both in management and individual contributors
  • Effective verbal and written communication skills
  • Excellent listening skills
  • Proficiency in MS Word, Excel and Outlook
  • Client first attitude
  • A team player, with strong coaching and leadership skills
Why Join Us?
  • Savant is a $25billion AUM RIA that is growing through acquisitions and organically.
  • We offer health, vision, dental, and 401K benefit options for you and your family.
  • We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
  • Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career - apply today!Collective Wisdom. We're Better Together.At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer

Job Summary

JOB TYPE

Full Time

SALARY

$96k-124k (estimate)

POST DATE

06/15/2024

EXPIRATION DATE

07/14/2024

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The job skills required for Business Development Officer include Business Development, Leadership, Collaboration, Written Communication, Innovation, Insight, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Officer. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Business Development Officer positions, which can be used as a reference in future career path planning. As a Business Development Officer, it can be promoted into senior positions as a Business Development Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Development Officer. You can explore the career advancement for a Business Development Officer below and select your interested title to get hiring information.

If you are interested in becoming a Business Development Officer, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Business Development Officer for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Business Development Officer job description and responsibilities

Hire, train and guide the marketing and business development officer

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Develop business proposals for new and existing customers.

01/27/2022: Appleton, WI

Business Development Officers create marketing and business plans to achieve company revenue goals.

03/18/2022: Pascagoula, MS

Use the right business development methods.

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A Business Developer will need to have strong research and strategic to product

02/10/2022: Casper, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Business Development Officer jobs

Offer creative opportunities to connect with customers.

01/07/2022: New Suffolk, NY

Hire the right business development leader.

01/27/2022: Passaic, NJ

Define the scope of the project.

02/13/2022: Des Moines, IA

Create a work structure.

02/07/2022: Worcester, MA

Open the meeting with a positive round.

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Step 3: View the best colleges and universities for Business Development Officer.

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