Flourish Business Development Representative

Business Development Representative, FlourishFull-Time, New York CityThe OpportunityAs an early member of our business development team, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through setting meetings through a high volume of outbound outreach, helping to prospect within existing clients, qualifying inbound leads, and managing conferences, events and lead lists oftentimes working independently while managing multiple initiatives. We will count on you to research untapped markets, identify potential relationships and share newly found industry knowledge with the team. As an external facing member of the team, sharp writing skills and the ability to think on your feet are vital.As you demonstrate success, your responsibilities may expand to include end-to-end management of the sales cycle, with opportunity to grow into closing and onboarding new business. Along the way, you will contribute to our overall sales efforts, from helping with conferences and events, digging into metrics and reporting, assisting The TeamSince 2017, Flourish has been on a mission to help financial advisors better secure the financial futures of their clients. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can"t easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two products: Flourish Annuities and Flourish Cash. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.The ImpactYou have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are highly self-motivated and enjoy working in a collaborative team environment.You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts—whether through direct client interactions or by contributing to our sales operations, technology, onboarding or support. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.Responsibilities: Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaignsManage leads across multiple channels, including inbounds, marketing-generated leads and conferences/eventsSchedule meetings for the Business Development Team and qualify sales opportunitiesResearch new markets and identify new clientsManage new lead sources, including list creation and managementDrive lead creation through outbound sales outreach—both email and over the phoneHelp with conferences and events, including logistics, set-up and follow-upAssist in activation of existing clients by prospecting into their advisor baseContribute to CRM, sales technology, reporting, and team operationsPotential end-to-end sales cycle management, particularly of smaller clientsThe Minimum QualificationsStrong written and verbal communicationsAbility to work independently as part of a fast moving team with minimal guidanceCapable of handling broad scope projectsAbility to problem solve, shift priorities quickly, and independently manage multiple workstreamsThe Ideal QualificationsStrong written and verbal communicationsAbility to work independently as part of a fast moving team with minimal guidanceCapable of handling broad scope projectsAbility to problem solve, shift priorities quickly, and independently manage multiple workstreamsMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Created: 2025-03-11