What are the responsibilities and job description for the Global Business Development Specialist position at Global Accounting Network?
About Global Accounting Network
We're a global leader in financial services, dedicated to empowering financial intermediaries with innovative investment solutions. Our goal is to help our clients achieve their objectives through strategic partnerships and exceptional service.
Our Philosophy
We believe in maintaining a collaborative, dynamic, and growth-oriented work environment that fosters a sense of community among our team members. By joining us, you'll have the opportunity to work alongside industry experts, develop your career, and make a meaningful impact in the financial services sector.
Why Choose Us?
- Expertise: Our team has extensive knowledge of the financial services industry.
- Culture: We maintain a collaborative and dynamic work environment.
- Growth Opportunities: We're committed to supporting our employees' professional development and advancement.
- Benefits: Competitive salary, comprehensive benefits package, and opportunities for growth.
Job Summary
We're seeking an experienced Senior Internal Wholesaler to join our team. As a key member of our sales efforts, you'll partner closely with our Regional Senior Vice President (External Wholesaler) to drive business growth within a designated territory. This is an exciting opportunity for a motivated, sales-driven individual to build a rewarding career in financial services.
Key Responsibilities
- Business Planning: Develop and execute annual business plans in collaboration with your External Wholesaler partner.
- Lead Identification: Identify and qualify leads through outbound calls, emails, and other communication channels.
- Sales Support: Schedule introductory meetings for your External Wholesaler partner and provide follow-up support as needed.
- Presentation Skills: Deliver engaging company and product presentations to prospective clients.
- Record Keeping: Maintain accurate records of territory activities and sales pipelines in our CRM system.
- Data Analysis: Assist in creating ad hoc reports and analyzing sales data to inform strategic decisions.
- Travel Requirements: Attend industry conferences, trade shows, and sales meetings as required (less than 10% travel).
Requirements
- Results-Driven Individual: 2-5 years of experience in sales, customer service, or a related field.
- Strong Communication Skills: Excellent phone skills, ability to build rapport, and trust with clients.
- Organizational Skills: Ability to manage multiple priorities effectively.
- Self-Motivated: High energy, creativity, and a competitive drive to succeed.
- CRM Proficiency: Familiarity with CRM systems and a willingness to learn about the financial services industry.
- Collaborative Mindset: Ability to thrive in a fast-paced, team-oriented environment.
Qualifications
- Bachelor's Degree: In Business, Finance, or a related field.
- Licenses: FINRA Series 7 and/or 22, and 63/66 licenses (or willingness to obtain within a specified timeframe). SIE certification (if applicable).
Perks and Benefits
- Competitive Salary: With performance-based incentives.
- Comprehensive Benefits: Including health, dental, and vision insurance, 401(k) matching, and generous paid time off.
- Professional Development: Opportunities for growth and career advancement.
- Inclusive Culture: A supportive and inclusive workplace culture that values work-life balance.
How to Apply
If you're a motivated, sales-focused professional looking to take the next step in your career, we'd love to hear from you. Join our team and be part of a company that values your growth, well-being, and success.
