Business Development Officer
Company: HCR Wealth Advisors
Location: Inglewood
Posted on: January 13, 2021
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Job Description:
We are seeking a Business Development Officer to join our team.
This role will be primarily responsible for identifying channels
and methods for developing new business, with relatively little
responsibility for managing relationships, providing advice, or
servicing clients. The role will also help implement marketing
strategies to increase the number of target prospects introduced to
the business.--The BDO will also take ownership of the sales funnel
and see leads through the qualification to the on-boarding process.
The BDO will have an autonomous environment with which to be
successful in the role.
Responsibilities:
--- Identify opportunities to actively market to prospective
clients
--- Develop and implement an effective sales pipeline for
prospective clients
--- Report to the CEO on the sales pipeline status and efficacy
--- Report on and monitor the effectiveness of marketing
initiatives
--- Maintain professional competencies and adhere to the firm's
ethical standards and cultural values
--- Maintain a solid network within the industry
Qualifications:
--- Success in attracting new business
--- Ability to effectively identify, qualify and advance leads
through the sales pipeline
--- Great networking skills
--- Excellent verbal, written, and interpersonal communication
skills
--- Proven knowledge of financial services industry (RIA
preferred)
--- Proven knowledge of and adherence to industry compliance
standards
--- Bachelor's degree required, Master's Degree preferred
--- 5+ years of industry experience in a client-facing role working
with high net worth individuals
About Company:
Established in 1988, HCR Wealth Advisors has spent decades earning
a reputation for objectivity and empathy in the financial planning
and investment management space. By providing truly independent
comprehensive services, underpinned by extensive experience and a
commitment to cultivating lifelong relationships with clients, HCR
has proven itself as an exceptional advisor in both life and
wealth.
Beyond our extensive financial capabilities, what truly
differentiates HCR is the client experience. Every one of our
clients has access to an entire team of professionals, and we take
all life factors into account when advising, versus just financial
considerations. We are also unconstrained by proprietary investment
products. We consider multiple options and possibilities based on
our clients' personal situation. The result is an objective,
empathetic and collaborative relationship and a tailored financial
plan that continues to evolve.
Keywords: HCR Wealth Advisors, Inglewood , Business Development Officer, Other , Inglewood, California
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