Business Development Specialist

CG Financial Services; Williamston (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Job summary

A financial services firm in Michigan is seeking a self-motivated Business Development Specialist to drive growth. This entry-level position involves lead generation, client relationship building, and market analysis, focusing on organic growth rather than portfolio management. Excellent communication skills and proficiency in CRM software like Salesforce are essential. Join a collaborative environment that values your contributions and provides competitive compensation and benefits.

Qualifications

• Bachelor’s degree or relevant experience in business, finance, or a similar position.
• 1-4 years of experience in sales or business development.
• Strong communication skills with stakeholders.

Responsibilities

• Identify and research prospective clients in the financial services sector.
• Schedule meetings and follow up with leads.
• Collaborate with the sales team to convert leads into clients.

Skills

Excellent communication skills

Time management

Negotiation

Proficiency in MS Office

CRM software experience

Networking

Lead generation

Education

Bachelor’s degree in business, finance, or related field

1-4 years of experience in sales or business development

Tools

Salesforce

Graphic design tools

Job description

CG Financial Services is seeking a self‑motivated and dynamic Business Development Specialist to join our team. This role bridges marketing execution, prospect engagement, and advisor support, helping turn firm visibility into booked meetings and new client relationships. In this role, you will play a pivotal part in driving the company’s growth by identifying new business opportunities, building and maintaining client relationships, and supporting the development and execution of strategic initiatives. As a member of our team, you will work closely with sales, marketing, and leadership teams to contribute to the company’s overall success. *This is a non‑advisory, non‑licensed role focused on organic growth—not portfolio management.

Key Responsibilities

Lead Generation and Prospecting

• Identify and research prospective clients and business opportunities within the financial services sector.
• Have confidence in making outbound calls and scheduling meetings with potential prospects, using social media (LinkedIn) and other prospecting sources.
• Track lead sources and optimize based on conversion quality.
• Execute and manage lead‑generation initiatives (digital campaigns, events, referrals, COIs, seminars, partnerships).
• Identify and nurture new COIs (Centers of Influence) that align with CG’s core values that can develop into prosperous business relationships.
• Develop and maintain a pipeline of qualified leads through cold calling, networking, and attending industry events.
• Assist with scheduling prospect appointments via our lead management and marketing system.

Prospect and Relationship Support

• Conduct initial outreach and qualification calls/emails.
• Schedule and confirm prospect meetings for advisors.
• Maintain ongoing contact with prospects who are “not ready yet.”
• Assist with nurturing workflows (email, CRM reminders, follow‑ups).
• Work with vendors or internal teams on content and campaigns.
• Assist with client communications and referral appreciation efforts.

Sales and Revenue Growth

• Collaborate with the sales team to convert leads into loyal clients.
• Help the firm meet and exceed monthly, quarterly, and annual sales targets.

Market Research and Strategy Development

• Conduct market analysis to identify trends and opportunities in the financial services industry to help guide CG’s marketing efforts.
• Assist in developing business strategies to target specific markets or client segments where CG can grow.

Event Coordination

• Organize and participate in client appreciation events, seminars, and networking opportunities to foster relationships and generate leads.

Reporting and Analysis

• Track and report on sales performance, client interactions, and business development activities.
• Provide insights and recommendations to improve the efficiency of business development initiatives.

Success Metrics

• Number of new qualified wealth management leads.
• Number of new meetings booked with qualified wealth management prospects.
• Number of new COIs generated.
• Achieving our top‑line marketing and sales revenue goals.

Requirements

Education and Experience

• Bachelor’s degree in business, finance, or related field or relevant experience in a similar position.
• 1‑4 years of experience as a Sales or Business Development Specialist, or similar experience.
• Excellent communication skills, both written and verbal, with internal and external stakeholders.
• Ability to negotiate, build trust and rapport with prospective clients.
• Strong time management, planning, and organizational skills.
• Proficiency in MS Office and CRM software, specifically Salesforce.
• Prior experience or knowledge in the finance industry is highly preferred.
• General understanding of marketing systems and lead generation best practices.
• Experience with graphic design tools is a plus.

Why CG Financial Services?

• Join a company that’s invested in your growth and success.
• Work in a fast‑paced, collaborative environment where your contributions truly matter.
• Competitive compensation and benefits package.

Our Core Values

• Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
• Innovative Problem Solver: You propose solutions and drive success through collaboration, effective communication, and follow‑through on commitments.
• Self‑Motivated: You have a driven and proactive personality, results‑oriented, and accept challenges.
• Authentic: Your personality is true, honest, and built on integrity.
• Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.

Seniority level

Entry level

Employment type

Full‑time

Job function

Business Development and Sales