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TruNorth Advisors Linkedin · Posted 5d ago

Business Development Representative

Charlotte

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Indexed description

About the Opening



Are you a caring and energetic individual with attention to detail that loves working with client and prospective clients -- creating a “wow” factor with every interaction? Do you enjoy interacting with people, are competitive looking to win in life and your career? Would you enjoy working for a growing, prestigious company in a fun, team environment


?
At TruNorth Advisors, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will serve in our as a Business Development Representative at TruNorth Advisors. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing tea

m.Our candidate is articulate, pleasant, dependable and desires an exceptional work cultur


e.
Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, executing live events flawlessly, possess the ability to connect with our guests at events articulately and timely, research projects, critical thinking skills and be very detailed orient


ed.
Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervis

ion.We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard w


ork.
Serious applicants only please. We are looking for a long-term

  • fit.A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most elig
  • ible.A re
  • sume.Three references with contact informa


tion.
Position D

etailsCommitment: 40 hours per week, 9 a.m.–5 p.m, M-F with occasional evening events during the week which lead to a flexible schedule on those

days. Compensation: Starting Base Salary is $45-50K, with a bonus structure ranging from $50 to $100 per appointment booked on our advisors calendar. Quarterly bonus opportunity above as well. Full specifics discussed with candidates who are interviewed. Plus full medical and dental benefits and a generous retirement benefit plan. All Holidays off including your birthday and 5+ weeks of vacation


time.
Skills & Experience Re

  • quired:Ability to work independently, good time management and critical t
  • hinkingExcellent written and oral communi
  • cationsAbility to make clients feel at ease in engaging with you while setting appointment
  • visitsSuperior client relations skills, able to discern what to say when in a conve
  • rsationAbility to work and communicate with prospective clients who are primarily 55 an
  • d olderAbility to excel at speaking with clients and prospective clients on th
  • e phoneAbility to handle in-bound/out-bound calls with ease and con
  • fidenceCompetitive in nature, eager to win and be compensated well
  • for itAbility to work independently with high-level produ
  • ctivityWillingness to learn new programs, including o


ur CRM.
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