Business Development Representative
YCharts is a fintech company empowering wealth managers to make smarter investment decisions through its SaaS platform. The Business Development Representative will be responsible for driving sales success by identifying and qualifying potential clients, educating them about the company's offerings, and establishing positive client relationships.
Responsibilities
- Identify, create, and respond to defined accounts via phone and email (inbound + outbound sales opportunities)
- Qualify interested financial advisors and introduce them to YCharts Account Executives
- Educate prospective clients on YCharts' sales process to establish positive client relationships
- Actively participate in weekly team meetings and training sessions
Skills
- Prior sales training and/or experience with cold/warm calling
- Experience in fintech or within the financial advisor community is a plus
- A proactive, personable, and approachable demeanor with a strong focus on delivering high-quality results
- Grit, determination, and a positive attitude, with strong attention to detail
- Strong interpersonal and communication skills, particularly over the phone
- Bachelor's degree in Finance, Business, Economics, or a related field a plus
Benefits
- 100% employer-paid health, dental, and vision insurance.
- 401(k) match to support your financial future.
- Opportunities for internal mobility and cross-functional collaboration.
- Flexible time off, vacation days, sick days, and a celebration day.
- Paid parental leave to support work-life balance.
- Professional development stipend to help you grow in your career.
- Hybrid work schedule with flexibility to work both in-office and remotely.
- Summer hours so you can enjoy more sunshine.
- Recognition programs to celebrate contributions and milestones.
- Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
- Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.
Company Overview