Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron's & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey.
Summit Financial is seeking a Business Development Associate to join our team.
This position is 100% Remote
Part time 15-20 hours a week, flexible hours and days, though availability during business hours preferred
$2k-3k a month base pay, plus commissions
Responsibilities:
Email marketing – responsible for sending emails to prospects, managing email contact system, and following up in a timely manner
Warm outbound calls – must be comfortable making outbound calls to other professionals and warm calls to prospects, including following up with emails, and leaving a professional voicemail.
LinkedIn and Facebook: responsible for building and maintaining prospect lists, sending messages, managing a drip campaign, managing groups, promoting brand in a professional manner, and measuring results.
Lead generation: Able to source and maintain list of prospects
We keep the base pay moderate and reward the people who can drive results. Full commission schedule available during interview process.