Hiring: Business Development Associate Company: SageSpring Wealth Partners Location: Franklin, TN Job Posted Time: 2026-09-10 13:11:47 Target Skills & Keywords : Series 66, Series 7, Wealth Management About the job Experience: •2-3 years of experience in financial services, wealth management, or banking. •3 years of experience in financial services, wealth management, or banking. Required Skills: •This is an ideal opportunity for a motivated, personable, and competitive individual who enjoys connecting with people, is comfortable initiating conversations, and wants to build a long-term career in wealth management. •Business Development & Appointment Setting •Conduct consistent outbound prospecting through phone calls, email, and other approved communication channels. •Engage with cold prospects, warm leads, referrals, and other prospective clients to create new opportunities for the advisor. •Initiate meaningful conversations with prospective clients and determine potential fit for an introductory meeting. •Schedule and coordinate qualified prospect appointments directly on the advisor's calendar. •Follow up persistently and professionally with prospects who have expressed interest but are not yet ready to meet. •Maintain accurate and timely prospect activity, notes, and follow-up tasks within the CRM. Qualifications: •Bachelor's degree required. •Previous experience in sales, business development, recruiting, customer service, hospitality, or another highly interpersonal environment is a plus. •Series 65, Series 66, Series 7 licenses not required, but appreciated. •Strong communication and relationship-building skills. •Comfortable working in a fast-paced, performance-oriented environment. •Strong attention to detail and follow-through. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!