Business Development Representative

COMPANY OVERVIEW: 

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial well sent confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

JOB SUMMARY: 

As a Business Development Representative, you will play a key role in driving business growth by identifying, engaging, and qualifying prospective clients. Your primary focus will be on outbound prospecting efforts to generate new sales opportunities.

Salary and Compensation:

• Base Salary: $55,000 annually.
• Commission: Unbound commissions ranging from 5% to 20% of sales, based on performance and sales volume.

The combination of a competitive base salary and performance-based commission offers significant earning potential based on individual sales success. Your commissions will increase in line with your sales achievements, creating an exciting opportunity for personal and professional growth.

JOB RESPONSIBILITIES: 

Lead Generation and Research

• Identify and research potential clients within the target market.
• Utilize various prospecting methods, including cold calling, email outreach, and potential events.
• Maintain a deep understanding of the company’s offerings to effectively communicate value to the prospective client.
• Qualify leads based on predefined criteria and schedule consultation meetings.

Sales Pipeline Management

• Maintain accurate and up-to-date records of prospect interactions in CRM.
• Track and report key prospecting metrics, including outreach volume, response rates, and conversion rates.

Collaboration with Sales & Marketing

• Work closely with sales representatives to ensure a smooth handoff of qualified prospects.
• Partner with Marketing to implement pursuit strategies effectively.
• Contribute to the continuous improvement of prospecting strategies and techniques.

Performance & Goal Achievement

• Meet or exceed prospecting activity targets, including calls, emails, and scheduled meetings.
• Continuously improve outreach techniques based on data and feedback to maximize effectiveness.
  

ADDITIONAL RESPONSIBILITIES:

• Assist with data entry and reporting tasks as needed.
• Support the development of team training and collaboration.
• Participate in team meetings and contribute to strategy discussions.

QUALIFICATIONS:

• Bachelor’s degree in business, finance, or a related field or equivalent combination of education and experience required.
• 1-3 years of experience of direct sales experience or demonstrated track record of success required.
• Self-motivated and self-disciplined
• Acclimated to sustaining effective high activity levels
• Efficient and organized time management skills
• Dynamic phone and telepresence sales skills
• Highly competitive and goal-oriented
• Proficiency in Microsoft Office Suite and CRM software
• Strong interpersonal and communication skills

Additional Requirements:

• Ability to complete the examination requirements, or currently hold required securities licenses or a designation, to obtain registration as an Investment Adviser Representative

EMPLOYEE BENEFITS:

At Fisher\SMB™, we are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

• Health Insurance: Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
• Retirement Savings: Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
• Additional Insurance: Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
• Employee Assistance Program (EAP): Confidential counseling and wellness support to help employees navigate life’s challenges.
• Concierge Health Support: Access to "Ask Bennie," a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
• Employee Perks and Discounts: Exclusive discounts on a range of services and products.

Join us at Fisher\SMB™ and experience a supportive environment that values your well-being, growth, and work-life balance.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Fisher\SMB is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, pregnancy, marital status, or any other protected characteristic as outlined by federal, state, or local laws.

All employment decisions at Fisher\SMB are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process.

DISCLAIMER:

This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of Fisher\SMB.