Business Development Specialist - Entry Level

$83,000 - $139,000/Yr

Tri-Harbor Financial Group of Greater Boston - Plymouth, MA

Full-time - Entry Level

Remote - Plymouth, MA

About the position

The Business Development Specialist at Tri-Harbor Financial Group of Greater Boston is an entry-level role focused on helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. The position involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions, all while being part of a supportive team dedicated to professional growth and community impact.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• A bachelor's degree in finance, business, or a related field is preferred.
• Previous experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust and rapport with clients.
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Nice-to-haves

• Experience in financial services or insurance is beneficial but not required.

Benefits

• 401(k)
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance