Horizon Advisers
Business Development Representative
Los Angeles, CA | $72K - $98K
Qualifications
- Positive Attitude - We aspire to a "can-do" attitude and to find the positive in every scenario
- Bachelor’s degree in marketing or business administration
- 5+ years in sales management within a corporate setting
- 5+ years' experience in accounting industry
- CPA
- Proven track record of success in the sales cycle from plan to close
- Experience in planning and implementing sales strategies
- Experience in customer relationship management
- In-depth knowledge of and experience with the sales process, excelling at lead generation, relationship building, and closing deals
- Quick learner with strong negotiating skills, and someone with a track record of success who can inspire the same in others
- Excellent written and verbal communication skills
Responsibilities
- Achieving company objectives through effective planning, setting and executing sales goals, analyzing performance data, and projecting future performance
- Help keep our revenue engine running through improvements
- Generate leads, build, and nurture client relationships
- Draft and provide sales pitch to potential clients
- Coordinate with marketing on lead generation
- Promote the organization and services
- Understand our ideal clients and how they relate to our services
- Identifying and executing existing customers, upselling and retention opportunities
Benefits
- Exceptional support in learning and growth opportunities at work will encourage you to keep growing
- We value work-life balance
- 11-50 employees
- Financial Services, Banking, Investment Management, Private Equity, Venture Capital
- Partnership
- Founded: 2012
- Troy, MI
- Company Specialties:
Wealth Management, Financial Planning, Taxes, Accounting, Investing, Education, Retirement Planning, Elder Care, and Life and Health Insurance
Company information
Horizon Advisers is a group of financial professionals working together to best serve our clients. Our advisement teams will work with you to: - Build and protect your wealth through suitable investments and diversification - Implement advanced tax strategies* - Protect your assets from long term care and other unexpected life events Horizon Advisers is constructed with a team approach. We believe in specialty. In today's rapidly changing environment, it is difficult to be an expert in all areas of the various financial disciplines. Advisers today face changes in regulation, the amount of information available, and compatible solutions. Horizon has two major focus areas. The first area is designed to meet the needs of individuals and families. The other focus area is providing consulting with a variety of retirement plans. This includes fiduciary consulting, plan design, and advisory investment services. Horizon Advisers often serves clients' needs in both areas. We recruit and train professionals in each focus area. Our talented team members collaborate to provide the best plans available to our clients. Horizon Advisers professional accounting partners serve both individual and business needs. A close working relationship between our financial advisers and accounting and tax specialists allows our team to more effectively manage client accounts. Our accounting and consulting partnerships play a major role in Horizon's commitment to offering a holistic financial planning service. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. . Horizon Advisers is not a subsidiary of nor controlled by Cetera Advisor Networks LLC *Neither Cetera Advisor Networks nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
