Full-Time
Business Development Representative
Confirmed live in the last 24 hours
Provides software for managing 401k accounts
Entry, Junior, Mid, Senior, Expert
New York, NY, USA
- Demonstrated ability to build professional relationships with internal and external stakeholders
- Self-motivated with ability and eagerness to work in a fast-paced environment
- Excellent written & verbal communication
- Sense of urgency and an ability to be professionally persistent
- Resilient, upbeat attitude
- Team player
- Demonstrated track record of top performance
- Identify and generate new business through proactive outbound prospecting
- Gain interest through cold calling, email campaigns, and social touches
- Utilize excellent organizational skills to create an accurate and relevant follow-up prospect list
- Overcome obstacles and objections to effectively build pipelines
Pontera's environment fosters a culture of transparency and compliance, making it an ideal place for professionals passionate about ethical financial management. The company is a leader in the field of 401k management software, equipping financial advisors with tools for secure account handling and strategic tax optimization. This focus on empowering advisors to maintain regulatory compliance while enhancing client outcomes marks it as a standout workplace in the financial technology sector.
Company Stage
N/A
Total Funding
$158.7M
Headquarters
New York, New York
Founded
2012