Earnest

Client Development Associate

United States

Earnest Logo
$60,000 – $70,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, Tax-Smart Financial PlanningIndustries

Requirements

Candidates should possess a Bachelor's degree in Business, Marketing, or a related field, with a minimum of 2 years of experience in client development or sales, demonstrating a strong understanding of sales processes and lead generation techniques. Familiarity with wealth management or financial services is preferred, along with excellent communication and interpersonal skills.

Responsibilities

The Client Development Associate will actively prospect and nurture leads to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, consistently achieving a sales target. They will take ownership and accountability of the sales funnel from start to finish, utilizing motivation to be successful, and demonstrating knowledge of best practices around lead flow. This role also involves building strong relationships with potential clients and serving as an ambassador for the company, conveying the value proposition and experience of working with Earned Wealth.

Skills

Lead Generation
Customer Relationship Management
Meeting Scheduling
Lead Nurturing
Sales Closing
Relationship Building
Sales Funnel Management
Communication
Client Engagement

Earnest

Provides low-interest student and personal loans

About Earnest

Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.

Key Metrics

San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Home Office Stipend
Phone/Internet Stipend
Tuition Reimbursement
Paid Vacation
Parental Leave
Company Equity

Risks

Increased competition from fintech startups could erode market share.
Rising interest rates may decrease demand for refinancing options.
Potential regulatory changes could increase operational costs.

Differentiation

Earnest uses data-driven underwriting beyond traditional credit scores.
Offers flexible repayment plans tailored to individual financial situations.
Maintains a digital-first approach for loan applications and management.

Upsides

Increased demand for digital financial services boosts Earnest's online platform.
Alternative credit scoring models support Earnest's data-driven approach.
Growing trend of student loan refinancing aligns with Earnest's core offerings.

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