Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is currently seeking a Regional Business Development Manager who will lead the Business Development process by driving the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. This role is pivotal in presenting CFG as the wealth management firm of choice for independent Financial Advisors and managing the recruitment process effectively.
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
- Minimum 5+ years related work experience within financial services within a sales environment. IE, Wholesaler, Recruiters, Branch Managers, Complex Managers
- 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 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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- 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.
Company Overview
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cetera.com.