Business Development Associate
summit financialFargo (ND)
$2k-3k a month
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Posted yesterday
summit financialFargo (ND)
SENIORITY
Senior
SALARY
$2k-3k a month
About the role
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% RemotePart 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.