Now Hiring - Financial Services Sales and Business Development Manager in Toledo, OH

Sales and Business Development Manager

A Wealth Management Advisor (WMA) in Toledo, Ohio, is currently looking to add a Sales and Business Development Manager to the financial services team.

Daily tasks include but are not limited to:

• Maintain WMA’s calendar. Scheduling meetings with existing clients and prospective clients.
• Heading up marketing initiatives for prospective clients and existing clients.
• Creating prospecting lists targeting individuals in WMA’s market.
• Coordinating and implementing team growth initiatives.
• Coordinating client events from start to finish
• Identifying opportunities to improve to the client experience and establishing new processes so opportunities are successfully implemented.
• Maintain clean database system by properly coding and segmenting prospects, clients, etc and capturing pertinent information.
• Coordinating and implementing technology initiatives.
• Maintain a system based on priority and client status of new, ongoing, ad hoc and special tasks
• Participate in weekly and quarterly meetings with team to review client activity, team goals and growth/marketing initiatives

Qualifications:

• Superior interpersonal, problem solving and written/oral communication skills
• Excellent phoning manner
• Ability to multitask at a high level with above average organizational skills
• Avid social media user and/or knowledgeable on multiple social media platforms including LinkedIn and Facebook
• Time management skills with ability to determine priorities and meet deadlines
• Ability to take initiative and hold self accountable
• Able to work with a team and take direction while also working self-sufficiently
• Professional appearance and approach
• Ability and willingness to obtain necessary licensing and registration
• Bachelor’s degree required and 1-3 years of relevant experience or more

Salary $50,000 - $65,000 based on experience. Benefits include health insurance, paid holidays, and paid time off. Please submit a cover letter and resume through Indeed.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person