Role:

Dynamic Advisor Solutions is seeking an enthusiastic and goal-oriented Business Development Coordinator to join our team remotely. This role is pivotal in expanding our advisor network by engaging with potential financial advisors, initiating meaningful connections, and generating leads. The ideal candidate is a natural communicator, driven to succeed, and thrives in a sales environment with significant growth potential.

Responsibilities:

• Lead Generation: Leverage company-provided lists and research methods to identify and engage with potential financial advisors.
• Cold Calling: Initiate contact with financial advisors to introduce Dynamic Advisor Solutions and articulate the value of joining our platform.
• Relationship Building: Build rapport and establish trust with advisors through effective communication and follow-up.
• Pipeline Management: Maintain an organized and up-to-date database of prospects, tracking interactions and opportunities within the CRM system.
• Collaboration: Partner with the marketing team to align outreach efforts with campaigns and strategies.
• White Glove Service: Act as a guide for a critical part of our efforts by providing a white-glove level of service to ensure advisors feel comfortable joining us. Develop and execute smooth transition plans to make the onboarding process seamless.
• Reporting: Provide regular updates to the leadership team on outreach progress, lead conversions, and key performance metrics.
• Market Insights: Gather feedback from advisors to inform marketing strategies and improve engagement.
• Growth Opportunity: Demonstrate a willingness to take on increased responsibilities and leadership roles as the team expands.

Qualifications:

• BD Experience: 2-3 years in a sales, business development, or customer-facing role, preferably within the financial services industry.
• Bachelor’s degree: Applicant has completed a bachelor’s level degree or higher.
• RIA Experience: 2-3 Years in the Registered Investment Advisor (RIA) space is preferred.
• Certifications: FINRA Series 65 or equivalent preferred

Benefits:

• Competitive base salary with significant commission potential.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan.
• Paid time off and holidays.
• Professional development and growth opportunities within the company.

How to Apply:

If you are an ambitious and proactive individual looking for a rewarding opportunity to grow with a dynamic team, please submit your resume via LinkedIn's Easy Apply feature on this job posting.

Dynamic Advisor Solutions is an equal-opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply.

Thank you for considering Dynamic Advisor Solutions as your next career destination. We look forward to reviewing your application!