Job Application for BDR Manager at Flourish

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Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two products — Flourish Annuities and Flourish Cash — and with our recent acquisition of Sora Finance, we’ll be adding a lending offering in 2026. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are not afraid to roll up your sleeves and jump in, but you are most excited to train, mentor, and manage a growing team of BDRs.

You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.

About the Role

Flourish is looking to hire its first Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You’ll work cross-functionally with sales, marketing, relationship management, and overall Flourish leadership on everything from team goals to systems and processes to pipeline contribution, recognizing your team’s efforts plays a critical role in our overall go-to-market efforts.

Principal Responsibilities

Lead, coach, and develop a team of BDRs to exceed meeting goals
Manage business development representatives’ daily activities, such as strategic call campaigns, email campaigns and meetings booked
Establish daily, weekly, and monthly KPIs for outreach, conversations, and conversions, then track daily activities including calls, meetings and campaigns using Hubspot along with proprietary in house tools
Build and refine outbound prospecting strategies, including call/email cadences, targeting, and messaging
Provide hands-on coaching through call shadowing, email review, and real-time feedback
Recruit, hire and onboard new team members in a scalable and efficient manner
Set individual and team goals based on strategic priorities of the broader team, in collaboration with sales management
Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support
Provide summary reports to sales management and Flourish leadership regarding key metrics

Minimum Qualifications

Bachelor’s degree or equivalent working experience
1+ year in sales management
3+ years of related sales experience
Demonstrated track record of success in outbound sales activity, including both call and email outreach
FINRA Series 7 licensed
Either have a Series 63 or willingness to get a Series 63 within 90 days of joining
Excellent coaching, mentoring, and motivational skills.
Strong knowledge of cold outreach strategies (phone/email/social) and modern sales tools (e.g., HubSpot, Outreach, etc.)
Metrics- and process-driven, with strong organizational and analytical abilities and proficiency in CRM systems
Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

Strong interest in finance and technology
Experience selling to wealth managers or experience at a wealth management firm
Experience working as part of a fast-moving team with minimal guidance
Highly comfortable with technology, both personally and professionally
Excellent written and verbal communications, both internally and externally
Strong problem solver and creative, independent thinker

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $128,000 - $171,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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1. Are you legally authorized to work in the United States?

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3. Are you at least 18 years of age?

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4. Were you employed by a third party providing services to MassMutual in the past 5 years? (incorrect information may affect your benefit eligibility)

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5. The Company's anti-nepotism policy restricts the hiring of family members of an employee in certain situations. For purposes of the anti-nepotism policy, family members are defined to mean: (a) Your current or former spouse, civil union partner/recognized domestic partner, parents, siblings, children, stepchildren, halfsiblings, grandparents, grandchildren, stepparents and stepsiblings; (b) children-in-law, parents-in-law, siblings-in-law; (c) your parent's sibling's children, parent's siblings or first cousins, if they reside with you; and (d) any unrelated person who you both reside with and are in a relationship with. Do you have any family members employed by Massachusetts Mutual life Insurance Company or any affiliates, including any of the following affiliates? MassMutual International LLC, The MassMutual Trust Company, FSB, MassMutual Global Business Services India LLP, MassMutual Global Business Services Romania SRL, Haven Tech (HITPS), Great American (Glidepath), Barings, Flourish

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12. I understand that employment with the Company is at will, for no fixed period of time. If hired, I will be free to resign at any time. Likewise, the Company will have the right to terminate my employment at any time with or without any reason or notice, except as specifically prohibited by law. No oral representation to the contrary has been made to me and I understand that no employee or representative of the company is authorized to make any such representation now or in the future.

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BDR Manager

About You

About the Role

Principal Responsibilities

Minimum Qualifications

Preferred Qualifications

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