Business Development Associate

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

What Are Our Benefits?

• Competitive compensation
• Fully paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Hybrid remote schedule for added flexibility
• Open to Remote position for the right candidate
• Team events (minimum of monthly)

What You’ll Do Here

The Business Development Sales Role is a key driver of growth at Triad Partners, responsible for identifying, engaging, and onboarding qualified financial advisors to join our organization. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience.

Responsibilities

Prospecting & Relationship Building

• Call a list of qualified contacts through warm and cold calls to recruit to Triad (LEADS PROVIDED)
• Create, build, and maintain relationships with financial advisor’s offices by cold calling prospects to bring them onboard into the Triad community
• Develop a complete knowledge of our value proposition and our offerings with the ability to communicate strategy and execution into their business
• Appointment Setting: Inspire qualified advisors to book discovery calls with the Director of New Member Outreach.
• Assisting newly committed advisors in the on-boarding process through licensing and release
• Execute marketing campaigns to prospects through e-mail, webinars and mail processes

Lead Tracking & Qualification

• CRM Management: Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details.
• Master Sheet Oversight: Update and track the progress of prospects in the sales process, ensuring no lead is overlooked.
• Lead Generation: Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status.
• Lead Qualification: Engage and qualify prospects, removing those who do not align with Triad’s criteria.

Competencies

Functional Competencies

• Resilience and Persistence
• Bounce back from rejection and maintain motivation and focus to achieve goals.
• Effective Communication Skills
• Clearly and persuasively articulate ideas in verbal and written communication.
• Problem-Solving and Adaptability
• Quickly assess and respond to prospects’ needs, challenges, and goals with innovative solutions.
• Proficiency in Cold Calling
• Demonstrated success in initiating and converting leads through cold outreach methods.

Core Competencies

• Extreme Ownership: Take full accountability for outcomes and continually strive for improvement.
• Day One Mentality: Approach each day with enthusiasm, curiosity, and the drive to make an impact.
• Selflessness: Prioritize the needs of clients and team members to foster a collaborative environment.
• Customer-Obsessed: Focus on delivering exceptional value and experiences to clients.
• Culture Mindset: Actively contribute to a positive and growth-oriented team culture.
• Long-Term Thinking: Make decisions that align with sustainable growth and success.

Experience You’ll Bring

• Previous sales experience
• Comfortability performing sales cold calls and cold outreach
• Excellent communication skills, both written and verbal
• Time management and ability to handle multiple tasks in a fast-paced environment
• Exceptional problem determination skills with a high attention to detail
• Ability to overcome objections

Bonus Items / Criteria

• Previous knowledge of fixed index annuity products
• Bachelor’s degree
• Sales Certifications

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