Senior Financial Services Specialist

3 hours ago

Vadodara, Gujarat, India beBeeFinancial Full time ₹ 8,50,000 - ₹ 12,10,000
Job Description:

We are seeking a proactive Business Development Associate with 3-6 years of experience to drive client acquisition in the US financial services sector.

The ideal candidate will be responsible for outbound prospecting, managing a sales pipeline, and nurturing leads to offer services such as accounting, bookkeeping, auditing, and taxation.

You must have a deep understanding of core accounting principles and a proven ability to use a consultative sales approach to build relationships and close new client deals.

Key Responsibilities Include:

  • Expertise in client prospecting, lead generation, and sales pipeline management for professional services.
  • A deep understanding of core accounting principles, including U.S. Generally Accepted Accounting Principles (GAAP), and common tax compliance and auditing standards preferred.
  • Demonstrated ability to build and maintain relationships with key stakeholders and decision-makers by leveraging financial expertise.
  • Excellent communication and presentation skills; proactive and results-driven.

Desired Qualifications:

  • Hands-on experience in outbound prospecting, managing a sales pipeline, and providing initial financial consultations to potential clients.
  • Ability to understand and apply consultative sales methodologies to identify client needs and position financial services as a strategic advantage.

Requirements:

  • A Bachelor's degree is required.
  • In-depth industry knowledge and the ability to propose potential external partnerships and Medicare Advantage.

Tools Proficiency:

Sales Navigator, Apollo.io, Hunter.io, Zoominfo.com, and HubSpot CRM.

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