Business Development Specialist

About the Role

Farther is seeking a Business Development Specialist to focus on Association Sales & Outreach. This role is central to Farther's position as the largest provider of financial advice for community associations. The primary objective is to initiate conversations and schedule qualified meetings for the Director of Institutional.

Key Responsibilities

• Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day.
• Ask good questions, qualify leads on size and fit, and book meetings for the Director of Institutional.
• Build early rapport with boards, managers, and gatekeepers.
• Log all interactions in HubSpot or a similar CRM and track calls, connects, and meetings.
• Work with the Director of Institutional on target lists and outreach, with opportunities to lead intro conversations.

Requirements & Tech Stack

• Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals.
• Genuinely comfortable on the phone and not rattled by a cold call.
• Clear, confident verbal and written communication skills.
• Hands-on experience with HubSpot or a similar CRM.

Qualifications

• Background in property management, community association management, insurance, or real estate is a plus.
• Curiosity about finance and investing.
• No prior wealth management experience is required; training will be provided.
• Location preference near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans for occasional local events.