Business Development role qualifying customers and coordinating engagement with internal stakeholders. Ensuring long - term business continuity and identifying opportunities in technology/hardware sales.
About the role
- Internal Business Development Consultant attracting and recruiting financial professionals for Cetera Financial Group. Collaborating with teams to manage pipelines and develop materials in a hybrid role.
Responsibilities
- Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home-office visits.
- Lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters.
- Serve as the initial point of contact for prospective financial professionals, clearly communicating CFG’s business model and the benefits of affiliation.
- Evaluate candidates fit for CFG channels and communities using insights from their book of business, initial conversations, and publicly available information.
- Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel.
- Collaborate with External Recruiters to develop tailored transition assistance packages.
- Partner with Demand Center colleagues to support lead generation efforts and work cross-functionally to drive solution development and execution.
- Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand.
- Conduct meetings to gather detailed insights into candidates’ business models and professional backgrounds.
Requirements
- Effective communication and presentation techniques.
- Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook.
- Understanding of sales techniques.
- Demonstrated ability to organize, plan, and prioritize a variety of assignments.
- Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience.
- 3+ years related work experience within financial services.
- 3+ years of experience within a sales environment.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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