Business Development Representative - Financial Sales
The Business Development Representative at Confidential Client focuses on supporting and managing new and existing client accounts to drive sales growth through upselling and cross-selling. This role involves close collaboration with sales teams, strategic planning, and maintaining strong client relationships to maximize profitability and ensure successful onboarding.
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 (Financial Services).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level Business Development Representative (BDR) role supports and manages new and existing financial accounts for our client. You will work closely with sales teams to drive account growth, ensure successful onboarding, and deliver an outstanding client experience.
- Work closely with sales teams to set up new business and ensure successful onboarding
- Build and maintain strong, long-lasting client relationships through clear, timely communication
- Analyze client accounts to identify upsell and cross-sell opportunities
- Negotiate spreads and help maximize profitability on transactions
- Ensure timely delivery of client requests and tailored solutions
- Communicate the status of client relationships and opportunities to internal stakeholders
- Participate in strategic planning, competitive analysis, customer segmentation, and penetration planning
- Assist with product marketing tasks: launch support, presentations, sales tools, and competitive research
- Track metrics for programs and activities; continually refine processes to better serve customers
- Perform other duties as assigned
What You’ll Bring
- Bachelor’s degree preferred, or 2+ years of customer service / account management experience
- Strong computer skills — Salesforce and Microsoft Office Suite experience preferred
- Ability to multi-task and perform in a fast-paced environment
- Critical thinking and negotiation skills
- Strong written and verbal interpersonal communication skills
- Self-motivated, outgoing, and goal-oriented mindset
Preferred Qualifications (What Will Put You Ahead)
- Desire to work in a competitive sales and team environment
- Attention to detail and a results-driven approach
- Passion for building client relationships and learning new products
- Confidence to seek guidance and collaborate with peers and managers
Compensation & Location
- Location: Fort Lauderdale, FL (on-site / hybrid as determined by the client)
- Employment type: Full-time
- Estimated pay (provided by source): $69,480 per year — estimated
- Candidates must be authorized to work in the U.S.
About the Confidential Client
Confidential Client operates in the Sales / Financial Services space and offers solutions across finance, logistics, and technology segments. As an employer, Confidential Client provides professional growth opportunities in sales, operations, and product roles and prioritizes strong client service and measurable results.
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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