Business Development Professional

Full Time Position

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Do you have a strategic mindset? Are you results driven and curious? Do you enjoy using anticipatory puzzle-solving skills to focus on meeting an objective? Does the idea of working with high-net worth clients with tact, diplomacy and discretion excite you?

You are self-assured, self-motivated, and self-reliant, yet the quintessential team player. You believe excellence is more than serving clients; it’s being their advocate and serving them with conviction. You have intuitive listening skills, are able to read situations carefully and know when to lead and when to follow. And, most of all, you like to have fun. 😊

Tax Saving Professionals is a boutique consulting firm, specializing in tax planning and family office services. Collaboration and professional growth are key components of our organization. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities for staff as they expand their technical knowledge and develop strong relationships with firm owners, executive leadership, clients, and associate professionals.

The challenges of our complex tax and financial analysis and the rewards of working with a highly successful team make this an excellent opportunity for an insightful, results-driven professional to advance his/her career. We are growing rapidly and seeking innovative, forward thinking candidates like you who are interested in joining our organization in our Vero Beach headquarters in the position of Business Development.

The Business Development candidate is a motivated sales professional, experienced in building his/her own book of business to sell prospective business owners and high net worth individuals our unique products and services.

A base compensation is offered plus commission and bonus with no limit in commission earnings. Advancement for successful salespeople can happen quickly for those who are able to leverage their experience building strategic partner relationships. This position is responsible for introducing clients to unique tax-saving, asset-protecting, and legacy-building strategies.

We offer highly competitive compensation and benefits, including medical, dental, vision, short- and long-term disability and life insurance. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.

Primary Responsibilities:

  • Deliver a consistent outstanding client experience to each individual prospective client by exhibiting integrity and the highest professional level of ethical standards
  • Sell service through a consultative approach in which you qualify TSP to the prospective client and the client to TSP
  • Take responsibility for serving as the client’s primary and trusted first point of contact to facilitate TSP’s role as the trusted advisors for tax and financial matters
  • Successfully identify client product needs and effectively present and close the business
  • Understand and achieve sales goal

Skills and Requirements:

  • Bachelor’s degree preferred plus 2 years of related work experience
  • Manage the client from initial contact throughout his/her tenure with the company
  • Ensure company protocols for lead and client tracking, sales processing, and database management are met
  • Develop client relationships and close business to meet and exceed sales targets
  • Create and qualify new Referral Partners
  • Create the best possible customer experience
  • Strong organizational, computational, and analytical skills
  • Excellent time and project management skills
  • Strong professional judgement skills
  • Developed skills in self-management and prioritization
  • Strong research skills
  • Excellent human relations and communications
  • Proficiency in multiple software applications including Microsoft Office suite
  • Very detail oriented and able to function in a fast-paced environment with the ability to take initiative and be flexible

We offer highly competitive compensation and benefits, including medical, dental, vision, short- and long-term disability and life insurance. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.

We would be honored if you applied to join our team! We are an equal opportunity employer, offering a fantastic work environment, and challenging career opportunities.

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