Sales Associate

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL:
Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

Do Business :
Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life :
We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

The Business Development Sales Role is a key driver of growth at Triad Partners, responsible for engaging and onboarding qualified leads for our members. This role requires expertise in cold calling, relationship building, and guiding prospects through the sales process to ensure a seamless and impactful experience.

• Prospecting & Relationship Building
• Cold Outreach:
  Initiate contact with potential clients through cold calling, texting, email campaigns, Facebook, and Linked In messaging.
• Warm Outreach:
  Engage and nurture inbound leads, converting them into opportunities.
• Relationship Building:
  Articulate the member's value proposition, share impactful member stories, and provide tailored ideas to prospects that showcase the member's unique benefits.
• Appointment Setting:
  Inspire qualified clients to book discovery calls with an advisor.
• Lead Tracking & Qualification
• CRM Management:
  Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details.
• Master Sheet Oversight:
  Update and track the progress of prospects in the sales process, ensuring no lead is overlooked.
• Lead Generation:
  Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status.
• Lead
  
  Qualification:
  
  Engage and qualify prospects, removing those who do not align with Triad’s criteria.

• Proven experience in cold calling and lead generation, preferably within a sales or recruiting role.
• High school diploma required;
  Bachelor’s degree in Business Administration or related field preferred.
• Strong track record of building and nurturing relationships with clients or prospects.
• Excellent written and verbal communication skills.
• Proficiency in CRM tools and lead tracking systems.
• Self-motivated with a results-driven mindset.
• Resilience and Persistence:
  Bounce back from rejection and maintain motivation and focus to achieve…