Business Development Associate

Description:

Business Development Associate

Working in sales within financial services and ready for a role where you can take full ownership of your pipeline and earnings?

Prospect Finder helps people who are searching for financial support get connected with fully FCA regulated advisers. These advisers specialise in retirement planning, tax efficiency, and investments. Giving clients access to guidance they can trust. We’re growing and need someone who’s comfortable taking initiative, enjoys speaking with new people, and knows how to turn conversations into real opportunities.

What you’ll actually be doing

This is a front-end sales role focused on creating opportunities rather than managing existing clients. You’ll be the first point of contact, identifying needs, qualifying prospects, and arranging introductions with advisers. Your day-to-day will include speaking with incoming enquiries and keeping your pipeline active. Success in this role comes down to consistency, organisation, and drive.

Your responsibilities

• Speak with prospective clients and assess their financial needs

• Book qualified appointments with regulated financial advisers

• Carry out outbound outreach to build your own pipeline

• Maintain strong follow-up habits to keep opportunities moving

• Work towards clear activity and revenue targets