Advyzon

Generate appointments through outbound prospecting and consult with financial advisory firms to assess their technology needs. | 1+ years relevant experience, bachelor's degree preferred, general financial services knowledge, strong communication and organizational skills. | About Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology. Business Development Representative We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus. Primary Responsibilities: • Generate appointments by means of proactive outbound prospecting • Consult with financial advisory firms with the purpose of learning about their current technology • Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points • Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation, helping prospects with Advyzon trial subscriptions, and various sales related administrative tasks • Advyzon was recently named to the "Best Places to Work in Fintech" list for the third time Skills/Qualifications: • 1+ years relevant work experience • Bachelor’s degree strongly preferred • Candidates should have general knowledge and/or experience in financial services • Excellent verbal and written communication abilities • Ability to deliver professional presentations • Strong organizational skills • Team player • Ability to work independently Benefits Summary: • Healthcare coverage starting at $0 out of pocket for individuals • HSA with annual company contribution ($200/individual, $350/family) • Vision and Dental offered • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident) • $50K life and AD&D coverage at no charge • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match) • Unlimited PTO policy Compensation: $52,500 + incentives