What are the responsibilities and job description for the Business Development Agent position at Sonabank?
Position Summary : The Business Development Agent (BDA) is the individual within the sales team who is responsible for creating, cultivating, and maintaining new business opportunities. They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients.
Primary Duties : As the Business Development Agent( BDA), you will play an active role in the evolution and growth of our business. Your focus will be building out and carrying strategic initiatives meant to bring new clients to the table. You will spend most of their day out of the office meeting people within the industry, such as but not limited to :
- Real Estate Agents
- Financial Planners
- Attorneys (Divorce Attorneys, Closing Attorneys, Elder Law)
- Title Agents
- Insurance Providers
- Banks / Credit Unions
- Property Managers
- Builders
- Human Resource Departments
- Relocation Companies
- Clients
Knowledge and Skills : We seek a colleague who is an entrepreneurial self-starter and who has the ability to handle multiple tasks in a highly organized manner. Flawless attention to detail, Successful candidates will possess the following :
BDR will report every Friday :
Requirements : This position doesn’t require a Mortgage Loan Officer License. This BDA will not take a loan application (1003) or discuss rates with any prospective consumer or industry participant. Applicant must be willing to complete the pre-employment background process.
Physical Demands
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66%, and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position.
Work Environment
