Sales Development Associate (Financial Services)

Location: Hybrid role in Bethesda, Maryland, United States; travel is less than 25%.

Salary: $35,568.00–$120,000.00 per year, with potential additional compensation such as bonuses or commissions.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term perspective.

What you will do

• Initiate outbound sales calls, respond to inquiries, follow up with prospects, and evaluate background information.
• Build and maintain prospect databases while sourcing and developing new client relationships for financial advisors.
• Expand professional networks through organizations, community involvement, seminars, road shows, and branch presentations.
• Develop product positioning documents, product profiles, competitive analyses, website content, marketing materials, and seminar materials.
• Analyze sales trends, product demand, and marketing strategies, then distribute relevant information to stakeholders.
• Execute branch business development strategies and support high-quality service delivery.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field.
• Three years of experience in financial services, preferably including marketing or sales experience in financial planning, investment management, or a related environment.
• Equivalent combinations of education, experience, and training may be considered.
• Securities Industry Essentials (SIE) certification is required unless an exemption or grandfathering provision applies.
• Series 7 license required.
• Ability to work independently on complex assignments and maintain relationships with internal and external clients.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, and vision insurance; life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture that values diverse backgrounds, authenticity, accountability, and professional growth.