ClearEstate

Business Development Rep

• activate wealth advisors within strategic partnerships
• manage client acquisition from referred leads
• build and maintain relationships with strategic partners
• achieve business growth and create new relationships
• promote new processes/tools
• educate on ClearEstate’s value proposition
• provide ongoing support, marketing tools, and content to partners
• develop effective sales strategies
• collaborate with marketing and product teams
• perform client consultations as required
• travel 6-10 days per month within territory

Business Development Manager, Wealth Industry