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Business Development Manager, Wealth Industry
ClearEstateBusiness Development Manager focusing on activating wealth advisors and managing client acquisition from leads. Join ClearEstate in transforming estate planning with a strategic sales approach.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 3+ years of sales and/or business development experience
- experience in financial services, insurance, or asset management is a bonus
- strong presentation skills
- professional manner in appearance and communication
- valid driver’s license
- bilingual (English and French) is an asset
Benefits
Comp & perks- fully funded benefits and insurance plans
- Health and Lifestyle spending accounts
- Market-leading expense reimbursement policy
- 4 weeks vacation
- 6 flex days
- work-life balance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategiesclient acquisitionbusiness developmentfinancial servicesinsuranceasset management
Soft Skills
presentation skillsprofessional communicationrelationship buildingcollaborationsupport
Certifications
valid driver's license