Business Development Representative

Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer supporting financial advisors. They are seeking a Business Development Representative to assist with prospecting and lead generation activities, including cold calling and executing marketing campaigns to support recruiting objectives.

Responsibilities

• Prepare and maintain profiles for HOVs and recruiting events
• Communicate with recruits to gather missing information for FPP acceptance and other requirements
• Enter, update, and manage assets and deal information in the CRM system
• Organize and store meeting notes and relevant data in the CRM
• Track and resolve large sets of questions from recruits by coordinating with appropriate resources
• Assist with miscellaneous administrative tasks as assigned
• Conduct cold calling and outreach to generate leads and identify warm prospects within the designated region
• Support the development, planning, and execution of marketing campaigns to assist with recruiting objectives as needed

Skills

• Detail-oriented
• Proactive
• Strong organizational skills
• Strong communication skills
• Prior experience with CRM systems
• Background in recruiting or sales support

Benefits

• Paid time off
• Paid holidays and floating holidays
• Medical, dental, and vision coverage
• Short- and long-term disability
• Company-paid life insurance
• Volunteer time off
• Wellness incentives
• Additional benefits that support you both personally and professionally

Company Overview