[Remote] Client Development Associate (East Coast) at Earnest

Remote

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$65,000 – $75,000Compensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Candidates must possess a Bachelor's Degree and have at least 3 years of experience in business development within a Fintech company or RIA. They should be credible, trustworthy, business-minded individuals who stay current with market trends and are relationship-oriented. The role requires the ability to recognize and pursue opportunities independently, diagnose issues proactively, and be available when clients need assistance. A self-starter attitude, ability to work productively both independently and within a team, and excellent written and verbal communication skills are essential. Knowledge of CRM systems like Salesforce and Hubspot is a plus, and Series 65 licensing is required within the first 60 days of employment.

Responsibilities

The Client Development Associate will actively prospect and nurture leads to achieve revenue goals by scheduling meetings with the Director of Client Development and closing deals. This role involves owning and managing the sales funnel from beginning to end, driving success through personal motivation. Responsibilities include developing and implementing best practices for lead flow to efficiently convert marketing leads into paying customers and building scalable processes for the New Business Development team. The associate will act as an ambassador for the company, effectively conveying its value proposition and client experience, while striving to achieve targeted numbers of held appointments and closing specific leads based on client assets and lifecycle.

Skills

Lead Generation

Client Engagement

Sales

Communication

Financial Services

Customer Relationship Management

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.

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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