Business Development Specialist
CG Financial ServicesWilliamston, Michigan, United States
Posted December 22, 2025
Full Time
About the Company
Join a company that’s invested in your growth and success. Work in a fast-paced, collaborative environment where your contributions truly matter.
Job Description
CG Financial Services is seeking a self-motivated and dynamic Business Development Specialist to join our team. This role bridges marketing execution, prospect engagement, and advisor support, helping turn firm visibility into booked meetings and new client relationships.
Requirements
- Bachelor’s degree in business, finance, or related field or relevant experience in similar position.
- 1-4 years of experience as a Sales or Business Development Specialist, or similar experience.
- Excellent communication skills, both written and verbal, with internal and external stakeholders.
- Ability to negotiate, build trust and rapport with prospective clients.
- Strong time management, planning, and organizational skills.
- Proficiency in MS Office and CRM software, specifically Salesforce.
- Prior experience or knowledge in the finance industry is highly preferred.
- General understanding of marketing systems and lead generation best practices.
- Experience with graphic design tools is a plus.
Benefits
- Competitive compensation and benefits package
