Internal Business Development Consultant
Full Job Posting
What You'll Do
- 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.
- What You Need to Have:
- 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.
- What's Nice to Have:
- 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
Qualifications
- Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience
About Cetera Financial Group Inc
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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