Business Development Specialist (Association Sales & Outreach)

This remote role suits a confident, people-focused professional who enjoys starting conversations and building relationships by phone and email. It sits within a fast-growing financial services business that provides financial advice to community associations such as condominium and homeowners' association boards. You will be the first point of contact for many boards, qualifying prospects and arranging meetings for senior colleagues. The organisation offers a supportive team, training for those new to finance, and a clear route into sales as you develop. Candidates with outbound sales or CRM experience, and an interest in finance, are well placed to apply.

What you'll do

• Make high-volume outbound calls and emails to board members and community managers at condominiums and HOAs
• Ask qualifying questions on size and fit, and book meetings for the Director of Institutional
• Build early rapport with boards, managers and gatekeepers
• Log all outreach activity in HubSpot and track calls, connects and meetings
• Work with the Director of Institutional on target lists and outreach messaging
• Take on leading introductory conversations as experience grows

What you need

• Experience in outbound sales, tele-sales or business development with a record of meeting activity goals
• Comfortable making cold calls and speaking on the phone
• Clear, confident verbal and written communication
• Hands-on experience with HubSpot or a similar CRM
• Background in property management, association management, insurance or real estate is a bonus
• Interest in finance and investing; training provided

Open to applicants anywhere in the world.

How to apply

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