Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a leading network of independent retail broker-dealers and registered investment advisers that empowers the delivery of objective financial advice through trusted financial advisors and financial institutions. The Regional Business Development Manager will develop and manage relationships with prospective Financial Advisors, create and execute territory recruiting plans, present and sell Cetera’s business model, negotiate offers, and support recruiting process enhancements.
Responsibilities
- Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact
- Create a recruiting plan for your territory
- Accountable for meeting recruitment goals
- Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG
- Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor
- Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology
- Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure
- Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel
- Participate in outbound social media and call campaigns related to Business Development
- Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements
Skills
- Bachelor's Degree
- 5+ Years directly related work experience within financial services recruiting or sales
- FINRA Series 7, 65 or 66 licenses
- Proven negotiation skills and track record of creating compelling value propositions for prospective clients
- Effective communication and presentation techniques
- Working knowledge of Salesforce and Excel
- Strong understanding of the sales process, pipeline management & metric achievement
- Strong knowledge of the Financial Services industry
Benefits
- Competitive incentive compensation package
- For full-time roles, inclusive health, dental, vision, and life insurance plans
- Mental health benefits for team members and their families
- 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%)
- Access to a financial professional to help employees plan for their financial future
- Paid parental leave for birth, adoption, and fostering
- Health Savings and Flexible Spending Account options for healthcare, daycare, commuting, and more
- Employee Assistance Program (EAP)
- LifeLock identity theft protection
- Pet insurance
- Paid caregiver leave when caring for an ill or recovering family member
- Other voluntary benefits
Company Overview