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9 дней назад

Business Development Specialist - Association Sales & Outreach (Fintech)

Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Business Development Specialist - Association Sales & Outreach (Fintech): Building qualified sales opportunities for financial advice services targeting condo and HOA boards through outbound calls, email outreach, qualification, and meeting booking with an accent on community association prospecting, relationship building, and CRM discipline. Focus on conducting 50+ daily calls, identifying qualified associations, refining target lists and messaging, and creating a path toward leading introductory sales conversations.

Location: Remote

Company

hirify.global is a rapidly growing registered investment adviser combining expert advisors with technology to deliver tailored wealth management for clients, with a focus on community associations.

What you will do

  • Call and email condo and HOA board members and community managers, completing a baseline of 50+ calls per day.
  • Ask qualification questions about association size and fit, then book qualified meetings for the Director of Institutional.
  • Build rapport with boards, community managers, and gatekeepers during early outreach.
  • Log every interaction in HubSpot or the CRM and track calls, connects, and meetings.
  • Collaborate with the Director of Institutional on target lists and outreach messaging, with room to grow into leading introductory conversations.

Requirements

  • Experience in outbound sales, tele-sales, or business development, with a record of meeting activity goals.
  • Comfort with phone-based outreach and cold calling.
  • Clear and confident verbal and written communication with board volunteers and property professionals.
  • Hands-on experience with HubSpot or a similar CRM.

Nice to have

  • Background in property management, community association management, insurance, or real estate.
  • Curiosity about finance and investing; wealth management experience is not required because training is provided.
  • Residence near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans for occasional local events.

Culture & Benefits

  • Competitive compensation package rewarding impact.
  • Opportunity to work with fintech specialists in a fast-scaling startup.
  • Growth path as the business expands.
  • Full health benefits, 401(k) matching, and Roth IRA options.
  • Unlimited PTO.

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