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Business Development Associate

Shelton, CT, USA

Job Type

Full-Time

Workspace

About this role

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment, to make a positive impact on the lives of our clients. As a Business Development Associate, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth and take the needed steps to enjoy a secure financial future.

We are a growth and results-oriented financial services team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!

Requirements

Responsibilities will initially include:

  • Outbound calls to warm prospects to discuss their benefit options.

  • Answer incoming calls from prospective clients with professionalism.

  • Gather facts from prospective clients to better assist and direct.

  • Schedule appointments with the appropriate Advisor on the team.

  • Use scripts to deliver information regarding the client’s benefits and the services our company can provide.

  • Manage internal Salesforce platform and systems so client information is up to date and accurate.

  • Growth opportunity for increased client engagement with proper licensing, skill development and training provided.



We are looking for an individual with the following traits:

  • Self-starter who is persistent and results-oriented

  • Energetic

  • Outgoing, comfortable on the phone

  • Client-first attitude

  • Excellent communication and presentation skills

  • Efficient

  • Enjoys being a part of a team

  • Basic knowledge of life insurance

  • Ability to use discretion and maintain client confidentiality


Our take:

Unlike most sales roles, this features a strong, base salary plus a high bonus potential. We are looking for an enthusiastic team member to generate sales either by calling warm prospects or answering requests in a fast-paced environment. This person has a direct role in our team’s success and the revenue generated. There is potential for higher compensation based on results. This person must have strong client service skills, be friendly and understand the client’s needs in a short amount of time.


Experience:

  • 1+ years industry experience preferred

  • Bachelor's Degree preferred

  • Salesforce CRM experience ideal

  • Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required

 

This role is hired directly by the Financial Advisor

 

CRN202801-7864077

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org.

 

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000   CRN202706-6761737

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1. As of 10/23/2024

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2. As of 1/02/2025, our firm’s total Assets Under Management (AUM) were $10,866000,000 and our total Assets Under Administration (AUA) were $32,275,000,000 AUM reflects the market value of all investments our investment adviser representatives manage through MML Investors Services, LLC managed account programs. AUA reflects the market value of non-advisory investment programs and accounts offered through our registered representatives of MML Investors Services, LLC, in its capacity as a broker/dealer, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced by insurance agents/brokers associated with our firm. This value will fluctuate based on changes in market conditions, inflows and outflows of client monies, and other factors, and does not reflect the impact of fees, expenses, or taxes that may apply to the purchase, redemption, or transfer of underlying investments, accounts, contracts, or policies. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. Annuity and Life Insurance values may be associated with various insurance carriers.

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2. As of 7/3/2023​

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