Business Developer at Digitalstudion focusing on B2B sales. Driving sales strategy and managing customer relationships in a growing team setting.
About the role
- Regional Business Development Manager at Cetera Financial Group recruiting Financial Advisors while traveling to the Midwest Region. The role involves building relationships and presenting CFG's value proposition.
Responsibilities
- Develop leads and build relationships with prospective Financial Advisors through professional yet persistent, ongoing contact.
- Create a recruiting plan for your territory.
- Accountable for meeting recruitment goals.
- Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
- Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.
- Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.
- Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
- Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
- Participate in outbound social media and call campaigns related to Business Development.
- Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.
Requirements
- Minimum 5+ years related work experience within financial services within a sales environment. IE, Wholesaler, Recruiters, Branch Managers, Complex Managers
- FINRA Series 7, 65 or 66 licenses.
- Negotiation and creating compelling value propositions for prospective clients.
- Effective communication and presentation techniques.
- Working knowledge of Salesforce and Excel.
- Understanding of the sales process and relevant metrics.
- Strong knowledge of the Financial Services industry.
- Ability to represent CFG within the community and professional organizations.
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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