Business Development Manager

A respected and growing boutique consulting firm located in one of the most beautiful places in FL. We specialize in tax planning and preparation along with strategic wealth management and alternative investments for small business owners and high-net-worth individuals.

Our staff our staff works in a collaborative environment to serve our high caliber clients. The challenges of our complex tax and financial analysis and the rewards of working with a highly successful team make this an excellent opportunity for an experienced Sales Executive to advance his/her career. We are growing rapidly and seeking a motivated sales professional, experienced in building his/her own book of business to sell prospective business owners and high-net-worth individuals our unique products and services. These are all warm leads and ready to convert!

Collaboration and professional growth are key components of our organization. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities for staff as they expend their technical knowledge and develop strong relationships with firm owners, executive leadership, clients, and associate professionals.

We offer a compensation plan which includes a base salary plus commission and bonuses with no limit in commission earnings. Advancement for successful Senior Sales Executive can happen quickly for those who are able to leverage their experience executing plans and building strategic partner relationships. Candidates must be able to establish, build, and sustain meaningful relationships. This position will be responsible for creating, presenting, and delivering an outstanding comprehensive strategic tax and financial plan and service to support our clients’ financial legacy goals.

We are proud to offer our employees great benefits such as:

• medical, dental, vision, short- and long-term disability and life insurance.
• 10 days of PTO plus 10 paid holidays
• 401K
• Flexible work environment
• Opportunity for career advancement
• Paid training!

• Deep level of knowledge of the organization’s products and services and represents the organization with expertise and the

highest ethical standards and confidentiality

• Develop new and existing client relationships to retain services
• Analyze and understand the client's overall financial goals and objectives and the ability to determine and propose the

broad range of the organization’s products and services

• Qualify prospective clients and propose a complex plan of business-related recommendations
• Build a book of business through acquiring new clients, community outreach, and referrals via small or large group

consultations and then a one-on-one personal consultation

• Effectively create the best possible customer experience and assist clients in understanding how the organization can help

them save money on their taxes

• Develop client relationships and close business to meet and exceed sales targets