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BUSINESS DEVELOPMENT ASSOCIATE - INTERNAL SALESDunham Trust Company • San Diego, California, United States
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BUSINESS DEVELOPMENT ASSOCIATE - INTERNAL SALES

Dunham Trust Company
  • US
    San Diego, California, United States
  • US
    San Diego, California, United States
Jetzt Bewerben

Über

BUSINESS DEVELOPMENT ASSOCIATE - INTERNAL SALES Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, “Dunham”) are a leading firm in the financial services industry, focusing on disciplined wealth management solutions. This is a phone sales role located in our San Diego office.
What You’ll Be Doing
Spending the majority of your day on outbound cold calls, building, maintaining, and deepening relationships with financial advisors and prospects across your assigned territory.
Partnering with your external wholesaler to develop and execute a regional business plan that drives AUM growth.
Scheduling and coordinating Regional Director appointments to set up productive field days.
Presenting and selling Dunham's investment and trust solutions to financial advisors.
Preparing proposals, managing your CRM (Salesforce), and keeping client records accurate and current.
Following up on leads, referrals, proposals, and field activity with consistency and urgency.
Handling inbound inquiries for information, marketing materials, hypothetical illustrations, and other services.
Participating in webinars, trade shows, and marketing events as needed.
Owning your day – prioritizing independently, moving quickly, and knowing when to elevate.
Who Thrives Here
Self-directed.
You don't wait for someone to assign your next task. You come in with a plan and execute it.
High work ethic.
You show up ready, stay focused, and put in the effort it takes, not just when it's easy.
Coachable and fast.
You absorb feedback, apply it quickly, and keep improving without taking it personally.
A strong communicator.
You're confident on the phone, personable with prospects, and clear in writing.
A team player.
You collaborate well, lift the energy around you, and understand that your success is connected to everyone else's.
A great time manager.
In a role that's 80% phone activity, you know how to structure your day, balance competing priorities, and stay accountable to your own goals.
Requirements
Bachelor's degree.
Current SIE and FINRA Series 6 or 7 required; Series 63, 65, or 66 required within 4 months of hire.
At least 2 years of financial services or sales experience.
Outbound cold call experience strongly preferred.
Proficiency in MS Office; Salesforce experience a plus.
Strong verbal and written communication skills.
Must work on-site at our San Diego office.
Compensation
Base:
$33.65/hour (~$70,000 annually)
Revenue Sharing:
Eligible for our commission program tied to AUM growth in your assigned region
Growth:
Clearly defined career path with promotion from within
Benefits
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
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  • San Diego, California, United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

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