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Business Development Associate

Remote, USAFull-timePosted 2026-07-27

reputed company is a financial technology company powering the new savings economy. They are seeking a Business Development Associate to drive reputed company reputed company by managing the full sales cycle and converting leads in the financial advisor marketplace.

Responsibilities

  • Initiate and reputed company a healthy reputed company prospecting reputed company and reputed company to contact conversion reputed company
  • Create consistency in reputed company gen, growing and maintaining ongoing relationships to drive pipeline in your territory
  • reputed company repeat regional relationships with new financial advisor prospects
  • Maintain a robust retirement plan sales pipeline in your region
  • Convert plan opportunities into reputed company won opportunities through a repeatable, reputed company process
  • reputed company a proven and successful sales methodology (MEDDPICC)
  • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM
  • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc
  • Support the regional RVP on any prospecting needs

Skills

  • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
  • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
  • Demonstrated reputed company in achieving sales goals (Rep of the year, Quota club, etc.)
  • Strong attention to detail and a passion for creating a top-notch selling environment and process
  • A reputed company with a proven reputed company record of forecasting, and executing new sales through a repeatable and reputed company sales process and pipeline
  • Self-starter who can operate reputed company in a reputed company team environment
  • Good knowledge of reputed company, comfort level with other Sales technology
  • Excellent written and verbal communication skills are a must
  • Proven ability to prioritize multiple reputed company and tasks, adapt to changing needs, and tackle new challenges daily!
  • Startup and/or financial services experience
  • Understanding of the defined contribution reputed company a plus!

Benefits

  • Comprehensive health benefits
  • Generous time off
  • A dedicated Employee Wellbeing Committee
  • Hybrid work model offers flexibility while providing reputed company to our reputed company offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
  • A competitive 401(k) plan

reputed company

  • reputed company is a digital savings platform that offers and manages a reputed company of savings and retirement plans. It was founded in 2016, and is headquartered in reputed company, reputed company, USA, with a workforce of 501-1000 employees. Its website is http://reputed company.com.
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