Regional Business Development Manager, Tax Channel

Cetera Financial Group is seeking a Regional Business Development Manager, Tax Channel to lead the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. The ideal candidate will have established relationships and an entrepreneurial drive for success. The role requires traveling 50% of the time and working from home.

Requirements

• Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment.
• 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
• Easy access to mental health benefits
• 20 plus days of paid time off (PTO)
• Paid holidays
• 2 paid wellness days
• 401(k) Savings plan with a generous company contribution (up to 5%)
• Access to a financial professional
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP)
• LifeLock
• Pet Insurance