Dynasty Financial Partners

• Set Regional Business Development Strategy: Develop and execute business development strategies to achieve the organization's goals and objectives. • Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive revenue growth. • Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met. • Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. • Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. • Develop and implement innovative strategies to attract and engage potential clients. • Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. • Foster long-term partnerships and collaborations that drive business growth, enhance brand reputation, and create value for all parties involved. • Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. • Lead contract negotiations and commercial discussions to secure new business deals and partnerships. • Ensure agreements align with the organization's goals and objectives. • Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. • Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues.