Job opportunity
we are seeking a skilled business development professional to join our team.
about the role
this position involves developing and maintaining strong relationships with clients, identifying business opportunities, and promoting financial products and services.
key responsibilities:
* establish and maintain relationships with external clients to increase lending penetration in assigned areas.
* provide technical training on lending programs/products to internal partners and external relationship partners.
* facilitate and promote financial education, seminars, and outreach efforts to generate business.
* work closely with leadership in support of new business development efforts.
this role requires strong planning, organizing, researching, and responding skills to retail private label and co-brand opportunities.
requirements:
* minimum 2-5 years relevant experience in financial services.
* experience in financial planning, including use of money guide pro, impact, or other financial planning software.
* possession of a cfp designation is preferred, as well as experience with naviplan financial planning tool and an active series 7 license.
* strong written and verbal communication skills, attention to detail, and solid relationship-building abilities are essential for success in this role.
this is a full-time position requiring high-quality work and the ability to meet deadlines.
what we offer:
a challenging and rewarding career path, opportunities for growth and professional development, and a collaborative work environment.