Business Development - Business Development Specialist

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. The company is dedicated to empowering independent financial professionals to grow their businesses and deliver exceptional client service. This opportunity offers competitive compensation and unlimited upside potential for someone ready to take their recruiting career to the next level in a firm that rewards results and values entrepreneurial energy.

Requirements

• Partner with an external BD Consultant to recruit advisors into the Kestra Financial Network
• Uncover and qualify leads through focused calling and email campaigns
• Host virtual meetings and Tech Demos to inform and engage prospects
• Connect, network, and build rapport with recruits
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in Salesforce CRM
• Pro-Forma development and Financial Model completion in Excel
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits, including hosting occasional dinners
• Assist with setting appointments for the external recruiter
• Collaborate with the external to grow territory by delivering the company's value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory-specific outbound prospecting lists

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses