Business Development Representative

Flourish is a financial technology startup focused on helping financial advisors provide better outcomes for their clients through innovative products. The Business Development Representative will play a key role in sourcing and scheduling meetings for the sales team, engaging in outbound outreach, and managing leads across various channels. Responsibilities Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events Schedule meetings for the Business Development Team and qualify sales opportunities Research new markets and identify new clients Manage new lead sources, including list creation and management Drive lead creation through outbound sales outreach—both email and over the phone Help with conferences and events, including logistics, set-up and follow-up Assist in activation of existing clients by prospecting into their advisor base Contribute to CRM, sales technology, reporting, and team operations Potential end-to-end sales cycle management, particularly of smaller clients Skills Bachelor's degree 1+ years of related experience FINRA Series 7 licensed Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information Financial services background or true personal expertise with finance Technology company background or native comfort with technology Strong written and verbal communications Ability to work independently as part of a fast moving team with minimal guidance Capable of handling broad scope projects Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams Benefits Competitive salaries Bonus and incentive opportunities Benefits for all employees Company Overview Flourish is a fintech platform for registered investment and financial advisers. It was founded in 2018, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is