Equity Trust Company

Business Development Manager

Direct message the job poster from Equity Trust Company

Andrea Obregon

Andrea Obregon

Senior Recruiter at Equity Trust

JOB OVERVIEW

The Business Development Manager – 1031 is the key driver and contributor of revenue acquisition of Equity 1031 Services and is an expert in Real Estate (RE) 1031 Exchanges. Builds and grows a network of referral partners through Realtor, Attorney, Real Estate Broker, Title Agent, and Financial Advisor channels. Researches and identifies new business opportunities and assesses the profitability of potential partnerships. Maintains client relationships and develops strategies to achieve 1031 Services business goals.


RESPONSIBILITIES & DUTIES

Develops, presents, and executes a 1031 Exchange Go-to-Market (GTM) plan to broaden the company’s market reach and achieve revenue growth

Establishes and maintains strategic relationships with prospective referral partners to grow the 1031 Exchange pipeline and drive transaction volume

Collaborates closely with other business teams (e.g., Marketing department) to develop campaigns that create market demand

Delivers on agreed quarterly and annual revenue targets per the company business plan

Participates in industry trade shows in both the capacity as an attendee and at times an exhibitor to increase the awareness of Equity 1031 Exchange

Must be willing to speak in front of groups as a subject matter expert on 1031 exchanges.

  • Documents information regarding sales calls into a client relationship management system (CRM)
  • Assists in refining of sales and marketing plan dictated by industry evolution
  • Provides input regarding opportunities to optimize 1031 operations processes
  • Performs other duties as assigned



QUALIFICATIONS

  • Bachelor’s degree in business or related field
  • 4+ years’ experience in business development or sales experience in the financial or real estate industry
  • Proven track record of exceeding pipeline and revenue targets
  • Willingness to travel 25%+



PROFESSIONAL CERTIFICATIONS

Certified Exchange Specialist designation highly preferred



TECHNICAL SKILLS

  • Intermediate level proficiency in Microsoft Office
  • Basic knowledge of CRM systems



CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:


  • Global Perspective
  • Communicates Effectively
  • Plans & Aligns
  • Builds Networks
  • Courage



PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.


DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Sales and Business Development
  • Industries

    Financial Services

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