Business Development Specialist – Association Sales, Outreach

This is a fully remote position, open to applicants in United States.

📋 Description

• Initiate calls and send emails to board members and community managers at condominiums and homeowners associations, maintaining a minimum of 50+ calls daily.

• Engage with insightful questions to assess size and fit, and schedule meetings for the Director of Institutional.

• Establish initial rapport with boards, managers, and gatekeepers.

• Document every interaction in HubSpot, tracking calls, connections, and meetings to refine lists and messaging.

• Collaborate with the Director of Institutional on target lists and outreach, with potential to lead introductory conversations.

• Act as the initial point of contact for community association boards seeking financial guidance.

⛳️ Requirements

• Proven experience in outbound sales, tele-sales, or business development, with a history of achieving activity targets.

• Naturally comfortable on the phone and able to handle cold calls with ease.

• Strong verbal and written communication skills when interacting with board volunteers and property professionals.

• Proficient in HubSpot or a comparable CRM system.

• Experience in property management, community association management, insurance, or real estate is advantageous.

• An interest in finance and investing is a plus; prior wealth management experience is not required.

• Residing near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans for occasional local events is a bonus.

🏝️ Benefits

• Competitive compensation package that acknowledges impact.

• Collaborate with some of the brightest minds in the fintech industry.

• Opportunity to join a rapidly growing startup at the ground level.

• Ability to shape your own growth trajectory as we expand.

• Comprehensive health benefits.

• 401(k) matching.

• Roth IRA options.

• Unlimited paid time off.