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Farther

Business Development Associate

Farther

. Conduct daily outbound prospecting to financial advisors by phone, email, and LinkedIn .

Posted 10/5/2026full-timeDallas • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound prospecting and pipeline management, with a strong focus on achieving sales targets and maintaining accurate CRM records. Possesses knowledge of financial services and the operational dynamics of financial advisors.

Highest-signal resume keywords
Outbound ProspectingPipeline ManagementSalesforce ExperienceQuota AchievementFinancial Services Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales ExperienceCold CallingCRM ManagementForecastingDiscovery Calls
Soft Skills
MotivationCommunicationCollaboration
Tools & Technologies
SalesforceHubSpot
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial ServicesWealth ManagementFintechFinancial Advisors

About the role

Key responsibilities & impact
  • Conduct daily outbound prospecting to financial advisors by phone, email, and LinkedIn
  • Build and manage a personal pipeline
  • Maintain clean CRM records and accurate forecasts
  • Run discovery calls to understand advisors' practices, goals, and timing
  • Partner with senior teammates to move qualified advisors toward signed agreements
  • Meet and exceed monthly activity and pipeline targets

Requirements

What you’ll need
  • 2+ years of sales or recruiting experience
  • A track record of meeting or exceeding quota
  • Enjoy cold calling and building pipeline from scratch
  • Motivated by variable compensation, with clear career and earnings goals
  • Bachelor's degree
  • Experience in financial services, wealth management, or fintech (bonus)
  • Hands-on experience with Salesforce or HubSpot (bonus)
  • Familiarity with how financial advisors run and grow their practices (bonus)

Benefits

Comp & perks
  • Competitive comp package with uncapped commission potential
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits
  • 401(k) matching
  • Roth IRA options
  • Unlimited PTO