What are the responsibilities and job description for the Business Development Associate position at Rockline Wealth Management, LLC?
We are seeking a motivated and enthusiastic Business Development Associate to join our team. This entry-level role is a key position responsible for supporting our growth efforts. If you are passionate about finance, eager to learn, and looking to build a career with a company that values your growth, we encourage you to apply.
Key Responsibilities :
Prospecting & Lead Generation :
Research and identify potential clients through various channels, including online platforms, referrals, and industry events.
Qualify leads and maintain an organized database of prospects.
Relationship Building :
Support senior team members in cultivating and maintaining strong client relationships.
Attend client meetings and networking events to represent Rockline Wealth Management professionally.
Marketing Support :
Collaborate to create outreach campaigns and develop promotional materials.
Assist in organizing events, webinars, and presentations to attract potential clients.
Data Management :
Utilize CRM tools to track prospects, manage client data, and monitor progress toward business goals.
Generate reports to evaluate the effectiveness of business development efforts.
Preferred Skills :
Previous internship or experience in financial services, sales, or business development.
Knowledge of financial planning concepts and terminology is a plus.
A proactive mindset with a willingness to take initiative.
What We Offer :
Competitive salary.
Comprehensive training and mentorship opportunities.
A dynamic, collaborative, and supportive work environment.
Opportunities for career growth within a fast-growing company.
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