Hiring is hard – but not anymore. Accomplish More. Juggle Less. Modern Staffing From BELAY.
Solutions Advisor
Location
Tennessee
Posted
21 hours ago
Salary
$80K - $85K / year
Seniority
Senior
Job Description
Solutions Advisor
BELAY
• Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts • Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments • Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately • Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement • Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth • Represent BELAY at industry events, conferences, networking opportunities, and association meetings • Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives • Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records
Job Requirements
- 3+ years of successful business development, outbound sales, partnership development, and consultative sales experience
- Experience within financial services, wealth management, banking, professional services, or related industries strongly preferred
- Demonstrated ability to generate new business opportunities through networking, referrals, strategic partnerships, and proactive business development activities
- Experience building and maintaining professional relationships with executive-level stakeholders
- Strong written, verbal, presentation, and relationship-building skills
- Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail
- Self-starter with a high level of ownership and accountability
- Proficiency with Salesforce or comparable CRM platforms preferred
- Ability to work independently in a remote environment while managing multiple priorities effectively
Benefits
- Full-time remote work
- Occasional travel for some roles
- Vibrant, award-winning company culture
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