Financial Services, Fintech, Wealth Management

Business Development Specialist - Association Sales & Outreach

RemoteRemoteFull TimePosted 18 days ago

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Required skills

outbound sales
tele-sales
business development
activity goals
on the phone
cold call
board members
community managers
HubSpot
CRM

Nice to have

property management
community association management
insurance
real estate
finance
investing

Role summary

Farther is seeking a Business Development Specialist to focus on sales and outreach to condo and HOA boards. This role involves making a high volume of outbound calls and emails to engage board members and community managers, qualifying leads, and scheduling meetings for the Director of Institutional. The specialist will log all interactions in HubSpot and collaborate on target lists. The ideal candidate has experience in outbound sales or business development, is comfortable on the phone, and possesses strong communication skills. Bonus points for backgrounds in property management, community association management, insurance, or real estate, and an interest in finance.

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Most condo and HOA boards are managing serious money with no advisor and no plan. Farther is already the largest provider of financial advice for community associations, and you'll be the first person boards hear from us.

Your job is simple to describe and not easy to do: pick up the phone, start good conversations, and put qualified meetings on the Director of Institutional's calendar. You'll have a real team behind you, and a clear path into sales as you grow.

Your Impact

Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day

Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional

Build early rapport with boards, managers, and gatekeepers

Log every touch in HubSpot and track calls, connects, and meetings so we can sharpen lists and messaging

Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations

The Ideal Match

Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals

Genuinely comfortable on the phone, and not rattled by a cold call

Clear, confident verbal and written communication with board volunteers and property professionals

Hands-on experience with HubSpot or a similar CRM

Bonus Points

Background in property management, community association management, insurance, or real estate

Curiosity about finance and investing (we'll train you, no wealth management experience needed)

Based near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans, for the occasional local event

Why Join Us

Competitive comp package that rewards impact

Work alongside some of the brightest minds in fintech

Ground-floor opportunity at a fast-scaling startup

Chart your own growth path as we expand

Full health benefits + 401(k) matching & Roth IRA options

Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Ready to apply?

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