Great Opportunity to Join a Growing Financial Services Company headquartered in Fort Myers, Florida
Midland Trust is looking for a driven Business Development Associate in our Fort Myers office. Candidates should have an interest in the financial services industry. Midland’s primary services include Self-Directed Custody and 1031 Exchanges. If you are looking for a company with a proven record of growth and opportunity, this could be your opening. Excellent compensation opportunities in this position.
We have an extensive training program that aims to develop your industry knowledge. You will need to bring the drive and grit to use that knowledge to convert new opportunities. We will train you in our industry of financial services and our technology. This position is key to our company's goal of providing professional, personal service to our clients. You will directly support the growth and future of Midland.
Midland is an established company with locations in Fort Myers, Sioux Falls, and Chicago but solicits business nationwide. This position will be located in Fort Myers and may include occasional travel. The role is a mixture of outside and inside sales with the ultimate goal of generating new business for the company.
The value you will deliver:
- Become an expert in self-directed IRAs, 1031 Exchanges, and our fund custody offering
- Maintain a strong understanding of the alternative investment industry
- Assist with the identifying and qualifying of new business opportunities by assisting with our daily intel report and direct outreach
- Proactively engage opportunities for new business.
- Work closely with the entire sales and marketing team to learn from teammates on best practices
- Attend industry trade shows, seminars, conferences, and networking events (some nights/weekends)
The background and expertise you bring:
- Bachelor’s Degree required & 3 Years of relevant work experience
- Understanding and experience running a sales campaign (Salesforce and Hubspot CRM)
- Demonstrated experience in versatility and a nimble business mind with a focus on organization, efficient productivity and development of creative solutions
- Interest in the financial sector including advisers, financial planning, asset management programs, and private placement funds
- Must be strategic, flexible, tenacious, result-oriented
- Excellent verbal and written communication skills, including formal presentation skills
- Confidence, diplomacy, maturity, and business savvy are required to effectively facilitate dialogue and decision making as well as influence, engage and build relationships with a professional demeanor
Why work for Midland Trust?
- Midland is an employee-owned company with a generous retirement contribution. We are proud to share its opportunities and profits with its owner-employees.
- We offer comprehensive health and dental plans. Additionally, Midland sponsors Health Savings accounts for employees who wish to contribute pre-tax money for future out-of-pocket health expenses.
- Employees are given 15 days of paid time off annually. In addition, major holidays (New Years', Memorial Day, July 4th, Labor Day, Thanksgiving, Christmas) are paid time off, as well as most bank holidays.
- We are committed to helping our associates reach their best through ongoing on-the-job training and internal education to make sure every member of our team is at the top of their game.
- You will have the rare opportunity to play a key role in Midland's long-term growth and success. Everyone at Midland has a voice and we encourage participation in both day-to-day operational decisions as well as long-term, strategic planning sessions. Regardless of your role or position, employees have the opportunity to interact with senior management and business owners on a daily basis.
- Midland is a fast-paced environment where everyone works together as a team to get the job done. Yes, we are hard at work during normal business hours, but you won't see us working late evenings or weekends. We understand the importance of having quality time to spend with your family and friends. While we work together as a team in the workplace, we also have fun as a team outside of the workplace through happy hours, charity work, and team sports
- We select, develop, and promote associates based on their individual ability and job performance
- For more information on our company and benefits, please visit https://www.midlandtrust.com/about-midland-trust/careers/
Midland Trust is a unique company that offers services as a self-directed IRA custodian, 1031 exchange facilitator, and incorporation services. Midland has been in business for over 30 years. Please review our company website at midlandtrust.com to learn more about our company and services.