Business Development & Sales Associate

Position Overview

We are seeking a driven and disciplined Business Development & Sales Associate to join our growing Veteran-owned financial brokerage firm. This individual will play a critical role in expanding our client base by identifying new business opportunities, managing structured prospecting initiatives, and strengthening our overall sales infrastructure.

The ideal candidate is resourceful, persistent, and highly organized and thrives in a performance driven environment and is motivated to build long term success in financial services.

• Identify and qualify prospective clients through targeted outreach and strategic lead generation
• Develop and manage organized prospecting campaigns and sales pipelines
• Conduct initial outreach (phone, email, Linked In, referrals) to initiate client relationships
• Execute and optimize structured sales funnels from lead generation through conversion
• Track and analyze pipeline metrics using Excel
• Provide leadership with insights and recommendations to improve sales processes and operational efficiency
• Collaborate with advisors and executives to align outreach efforts with firm growth objectives

• Self-starter with strong initiative and accountability
• Persistent and resilient within a sales environment
• Goal Oriented and driven
• Strong interpersonal and communication skills
• Highly organized with strong attention to detail
• Proficient in Microsoft Excel and comfortable working with data
• Strong troubleshooting and problem‑solving skills
• Team-oriented mindset with a competitive drive

We are committed to long-term career growth. Securities licensing is not required at hire; the firm is willing to train and sponsor appropriate candidates for industry credentials as part of professional advancement.

This role is ideal for a motivated individual who is hungry to build a career, willing to put in the work, and eager to grow within a structured but entrepreneurial environment. Candidates who value discipline, integrity, and performance accountability will find strong alignment with our firm.

Location:

Melville, New York

Salary Range: $60,000-$75,000