Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a financial services firm seeking an Internal Business Development Consultant to support the recruitment of independent, growth-oriented Financial Professionals. The role manages recruiting pipelines and campaigns, engages prospective candidates, evaluates fit, supports lead generation, and develops sales enablement materials in collaboration with recruiters and cross-functional teams.
Responsibilities
- 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
Skills
- * 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
- * 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
Benefits
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ 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%), and access to a financial professional to offer employees the opportunity to plan ahead for a strong financial future.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
Company Overview