Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team as an Internal Business Development Consultant. The role will involve attracting and recruiting independent Financial Professionals to Cetera's network of Broker Dealers, articulating the value of our business model, and supporting the development of sales enablement materials.
Requirements
- 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.
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) Savings plan with a generous company contribution (up to 5%)
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more