Sales Development Associate - Bethesda, MD

Job description

Job Description Summary Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Job Description: Responsibilities: - Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. - Participates in professional organizations and activities to expand network of business contacts. - Establishes and maintains a prospect database. - Works independently in sourcing and developing new client relationships to enable financial advisors to meet...