Bring data to life with Flourish. Create data visualizations and interactive content – no coding needed. Engage, inspire, and tell your best data stories with ease. Backed by GV and Techstars.
About the role
As an early member of our business development team, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through setting meetings through a high volume of outbound outreach, helping to prospect within existing clients, qualifying inbound leads, and managing conferences, events and lead lists oftentimes working independently while managing multiple...
What they're looking for
- Bachelor’s degree
- 1+ years of related experience
- FINRA Series 7 licensed
- Financial services background or true personal expertise with finance
- Technology company background or native comfort with technology
More about this role
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are highly self-motivated and enjoy working in a collaborative team environment.
You are excited to join a fast-paced, financial technology startup, and are motivated by the...
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