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Business Development Associate

Confidential Client•Financial Services
Entry LevelFull-timeOn-Site$60,000 - $70,000
United States
A Day Ago

The Business Development Associate at Confidential Client is responsible for supporting sales efforts through outbound prospecting, client communication, and lead generation activities. This entry-level role involves cold calling, research, and coordination with senior team members to secure meetings and advance business opportunities within the financial advisory sector. The position requires strong communication, organizational skills, and a motivated, goal-oriented mindset to contribute to the firm's growth.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


Overview

Confidential Client is a sales-focused advisory firm providing shareholder and investor advisory services to public and private companies worldwide. The Business Development Associate is an entry-level, full-time role focused on outbound prospecting, qualifying leads, and scheduling meetings for senior business development and advisory team members.

This role is located in Little Falls Township, NJ and offers a salary range of $60,000–$70,000 per year.


Responsibilities

  • Make daily outbound cold calls to prospective clients to introduce Confidential Client’s services and secure introductory meetings.
  • Research target companies and decision-makers to build and maintain accurate prospect lists.
  • Use phone, email, and LinkedIn to initiate outreach and maintain consistent follow-up.
  • Engage prospects in initial conversations to understand needs, assess fit, and identify opportunities.
  • Clearly communicate value propositions and address basic questions or objections.
  • Schedule qualified meetings and coordinate handoffs to senior team members.
  • Respond promptly to inbound inquiries and follow up on marketing-generated leads and referrals.
  • Maintain detailed records in Salesforce (or CRM), capturing contacts, outreach activity, feedback, and next steps.
  • Help refine call scripts, outreach messaging, and prospecting strategies based on field feedback.
  • Provide regular reports on outreach activity, meetings booked, and pipeline opportunities.
  • Support meeting prep, proposals, and client materials as needed while prioritizing prospecting and outreach.

Qualifications

Required

  • Strong verbal communication and a confident, professional phone presence.
  • Comfortable making frequent cold calls and initiating conversations with new contacts.
  • Resilient, persistent, and able to handle rejection professionally.
  • Goal-oriented with motivation to meet outreach and meeting-generation targets.
  • Strong listening skills and the ability to ask thoughtful questions.
  • Clear, concise business writing for prospecting emails and follow-ups.
  • Strong organization and follow-through; able to manage multiple prospect conversations.
  • Bachelor’s degree in business, finance, marketing, communications, or related field — or equivalent experience.
  • Entry-level candidates with 0–2 years of relevant experience are encouraged to apply.

Preferred

  • Experience in cold calling, outbound sales, appointment setting, or lead generation.
  • Familiarity with Salesforce or another CRM platform.
  • Experience using LinkedIn and sales engagement tools for prospect research and outreach.
  • Exposure to financial services, investor relations, corporate advisory, or professional services.
  • A demonstrated record of achieving goals in work, academics, athletics, or other competitive environments.

Tools & systems

  • Microsoft Office proficiency; willingness to learn Salesforce and sales outreach tools.

Compensation & Schedule

  • Salary: $60,000–$70,000 per year.
  • Employment type: Full-time.
  • Location: Little Falls Township, NJ (on-site / hybrid as determined by the hiring manager).
  • Entry-level position (0–2 years) with clear paths to senior business development roles.

Why Join

  • Hands-on sales experience with structured training in prospecting and client engagement.
  • Work closely with senior advisors on high-impact client opportunities.
  • Opportunity to learn CRM best practices and modern sales outreach tools.
  • Clear performance metrics and career growth opportunities in sales and advisory services.

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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