Business Development Specialist, Insurance

Reposted 19 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
100K-120K Annually
Senior level
Financial Services
The Role
The Account Manager oversees client relationships in the insurance sector, driving account growth, retention, and platform adoption while analyzing account needs and strategies.
Summary Generated by Built In

About us @Symphony

Secure. Connected. Intelligent.

Symphony is an AI-powered communication and technology company fueled by interconnected platforms: messaging, voice, directory and analytics.

Our end-to-end encrypted technologies enable over 1,400 institutions to accelerate AI impact, prioritize data security, navigate complex regulatory compliance and optimize business interactions.


Role Description:

Symphony is seeking an ambitious and results-oriented Business Development specialist to play a crucial role in expanding our market presence and driving the top-of-funnel sales pipeline. This individual will be responsible for identifying, qualifying, and engaging new strategic accounts within the financial services sector. The ideal candidate has a strong understanding of fintech and capital markets, excels at proactive outreach, and is skilled at clearly articulating the unique value of the Symphony platform to senior stakeholders.


Key Responsibilities:

The Business Development specialist is primarily responsible for establishing initial contact with high-value prospects and qualifying new opportunities to fuel the sales pipeline:

  • Proactively research and identify new target accounts and key contacts within the financial services and institutional sectors.
  • Execute high-volume outbound activities (calls, emails, social outreach) to strategically engage potential clients.
  • Personalize outreach using market intelligence and industry trends to articulate Symphony's specific value proposition.
  • Conduct initial discovery and qualification calls to assess fit and readiness based on established sales criteria 
  • Consistently meet or exceed targets for qualified opportunity generation.
  • Clearly articulate Symphony's compliant communication and collaboration solutions to senior-level decision-makers.
  • Maintain a disciplined and accurate record of all prospecting activities and pipeline status 
  • Successfully hand off qualified opportunities to the appropriate Account Executives for further development and closure.
  • Collaborate with Sales and Marketing to support and execute targeted outbound campaigns and initiatives.
  • Stay current on the competitive landscape and client pain points to effectively position Symphony in the market.

 

Qualifications:

Required

  • 3+ years of professional experience in a Business Development Representative (BDR), Sales Development Representative (SDR), or equivalent outbound sales role, preferably within Fintech or Enterprise SaaS.
  • Demonstrated ability to consistently meet or exceed monthly/quarterly targets for qualified opportunity generation.
  • Excellent written and verbal communication skills, with a proven ability to engage and persuade senior-level decision-makers.
  • Strong self-starter with a high degree of motivation, resilience, and a competitive drive.
  • Proficiency with CRM software (e.g., Salesforce) and sales engagement tools (e.g. LinkedIn, SalesLoft, Outreach).

Preferred

  • Specific knowledge of capital markets workflows or experience selling collaboration, security, or compliance solutions.
  • Bachelor's degree in Business, Finance, or a related technical field.
  • Experience navigating and prospecting into large, complex financial institutions.

Compensation:

  • Base Salary Range $100,000-120,000 
  • Sales Commission Plan

Benefits and Perks:

  • Regional specific competitive benefits
  • Build your own Benefits (BYOB) perk
  • Local events, team building, and development opportunities 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.


Skills Required

  • 5+ years of proven experience in a senior Account Management, Client Success, or Enterprise Sales role
  • Demonstrated experience with revenue and retention quotas
  • Deep knowledge of Fintech, Capital Markets, or Enterprise SaaS sector
  • Strong business acumen and excellent negotiation skills
  • Proficient in CRM software (e.g., Salesforce)

Symphony Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Symphony and has not been reviewed or approved by Symphony.

  • Flexible Benefits Feedback suggests a distinctive “Build Your Own Benefits (BYOB)” stipend/allowance is available alongside core regional benefits, enabling more individualized choices. Benefits are also framed as region-specific and competitive, implying structured options adapted to local norms.
  • Healthcare Strength Healthcare and benefits components are portrayed as a relative bright spot, with strong marks for the benefits package in the U.S. Core coverage such as health insurance is consistently indicated as part of the overall offering.
  • Leave & Time Off Breadth Time-off provisions are positioned as generous, including references to uncapped/unlimited PTO and observed holidays. This can translate into stronger perceived flexibility when usage norms align with team expectations.

Symphony Insights

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The Company
HQ: New York, NY
690 Employees
Year Founded: 2014

What We Do

Symphony is the most secure and compliant markets’ infrastructure and technology platform, where solutions are built or integrated to standardize, automate, innovate and liquefy financial services workflows. The Symphony platform is a vibrant community of over half a million financial professionals from 1300+ market participants underpinned by a trusted directory and omnichannel interactions across chat, voice, web, meetings and more. Symphony powers over 2,000 community-built applications and bots. Symphony was founded in October 2014 and is headquartered in New York City, with offices in London, Palo Alto, Hong Kong, Singapore, Tokyo, Stockholm, and Sophia-Antipolis.

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