What are the responsibilities and job description for the Business Development Associate position at WestPoint Financial Group?
WestPoint Financial Group - Serving Clients for over 50 years
"Top Places to Work in Indiana"
(Part Time / Full Time / Flex Schedule)
POSITION DESCRIPTION
The position is a vital role to the firm and will perform tasks that require strong communication and leadership skills
MAJOR RESPONSIBILITIES
- Manage process for new markets / marketing plans / client appreciation opportunities onsite and via local marketing
- Oversee platforms for business development
- Develop client relationships / market growth initiatives in Fort Wayne and other locations as needed
- Partner support in client onboarding, service and growth of business
- New client processing / client welcoming onboarding
- Client communication via approved social mediums and lead generation platform
- Help with the growth initiatives in the Fort Wayne and surrounding region
- Assist with local marketing / events / presentations to business clients
RESULTS EXPECTED:
- Professional disposition with advisors and clients
- Punctuality and professionalism at all times
