{"id":378306,"url":"https://alion.io/job/flourish-business-development-representative","title":"Business Development Representative","company":{"id":43997,"name":"Flourish","domain":"flourish.org","url":"https://alion.io/company/flourish","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":54000,"max_usd":116000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4123},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-01-21T20:59:45Z","employer_posted_date":"2026-07-06","last_verified_at":"2026-10-28T07:57:35Z","board_verified":true,"closed_at":null,"days_open":279,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":279},"description":"Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.\nToday, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.\nRead on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup-backed by the support and stability of a Fortune 500 company.\nAbout You\nYou have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are highly self-motivated and enjoy working in a collaborative team environment.\nYou are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts-whether through direct client interactions or by contributing to our sales operations, technology, onboarding or support. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.\nAbout the Role\nAs an early member of our business development team, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through setting meetings through a high volume of outbound outreach, helping to prospect within existing clients, qualifying inbound leads, and managing conferences, events and lead lists oftentimes working independently while managing multiple initiatives. We will count on you to research untapped markets, identify potential relationships and share newly found industry knowledge with the team. As an external facing member of the team, sharp writing skills and the ability to think on your feet are vital.\nAs you demonstrate success, your responsibilities may expand to include end-to-end management of the sales cycle, with opportunity to grow into closing and onboarding new business. Along the way, you will contribute to our overall sales efforts, from helping with conferences and events, digging into metrics and reporting, assisting in onboarding of new clients and overall customer success, managing our CRM and more.\nPrincipal Responsibilities\nGenerate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns\nManage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events\nSchedule meetings for the Business Development Team and qualify sales opportunities\nResearch new markets and identify new clients\nManage new lead sources, including list creation and management\nDrive lead creation through outbound sales outreach-both email and over the phone\nHelp with conferences and events, including logistics, set-up and follow-up\nAssist in activation of existing clients by prospecting into their advisor base\nContribute to CRM, sales technology, reporting, and team operations\nPotential end-to-end sales cycle management, particularly of smaller clients\nMinimum Qualifications\nBachelor’s degree\n1+ years of related experience\nFINRA Series 7 licensed\nDue 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.\nFinancial services background or true personal expertise with finance\nTechnology company background or native comfort with technology\nPreferred Qualifications\nStrong written and verbal communications\nAbility to work independently as part of a fast moving team with minimal guidance\nCapable of handling broad scope projects\nAbility to problem solve, shift priorities quickly, and independently manage multiple workstreams\nAt Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.\nBase Salary Range: $72,500 - $95,100 plus bonus\nDisclosures:\nAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.","description_format":"text","description_chars":4876,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-05T21:26:16Z"}],"visa":[],"liveness":{"score":3,"band":"cold","label":"Long shot","p_open":1,"p_active":0.103,"p_room":0.28,"age_days":279,"expected_fill_days":21,"reasons":["conf:3","win:tail","crowd:junior"],"computed_at":"2026-10-28T05:59:10Z"},"pay":null,"html_url":"https://alion.io/job/flourish-business-development-representative","json_url":"https://alion.io/job/flourish-business-development-representative.json","meta":{"generated_at":"2026-10-28T12:10:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16030,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":43997},"rest":"https://alion.io/mcp/rest/get_company?id=43997"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fflourish-business-development-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fflourish-business-development-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fflourish-business-development-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/flourish-business-development-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fflourish-business-development-representative"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":378306}},{"tool":"search_jobs","arguments":{"company":"flourish.org","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":378306},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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