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Business Development Specialist

Global Accounting Network
Laguna Niguel, CA Full Time
POSTED ON 4/10/2025
AVAILABLE BEFORE 5/9/2025

Position Summary:

We are seeking a seasoned Sales and Account Manager to lead our sales efforts within a designated territory. The ideal candidate will have a proven track record of success in sales, excellent communication and organizational skills, and a deep understanding of the financial services industry.

Key Responsibilities:

  • Territory Management: Develop and execute a sales strategy to drive growth within a designated territory.
  • Client Relationships: Build and maintain strong relationships with financial intermediaries, promoting our firm's suite of products.
  • Team Collaboration: Work closely with a Regional Senior Vice President (External Wholesaler) to achieve sales goals.
  • Data Analysis: Maintain accurate records of territory activities and sales pipelines in our CRM system, analyzing data to inform strategic decisions.

Requirements:

  • Qualifications: 2-5 years of experience in sales, customer service, or a related field; bachelor's degree in Business, Finance, or a related field; FINRA Series 7 and/or 22, and 63/66 licenses (or willingness to obtain within a specified timeframe).
  • Skills and Certifications: Exceptional phone and communication skills; strong organizational skills and attention to detail; SIE certification (if applicable).

What We Offer:

  • Competitive Salary: Performance-based incentives and a comprehensive benefits package.
  • Professional Growth: Ongoing training, mentorship, and career development opportunities.
  • Culture and Wellness: A supportive and inclusive workplace culture that values work-life balance, including wellness programs and gym membership reimbursement.

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