Internal Business Development Consultant

Cetera Financial Group Inc; United States; Remote; USD 72,000 - 88,000; Full time

Benefits offered by this job

Competitive incentive plan

Remote work allowed (US)

Job summary

Cetera Financial Group is seeking an Internal Business Development Consultant to attract and recruit independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll be the first point of contact, articulating the value of our model and the advantages of affiliating with CFG.

You will coordinate with External Recruiters and cross-functional teams to drive leads, manage pipelines, and create compelling sales enablement materials that support our advisor community

Qualifications

• Clear and effective communication and presentation abilities.
• Strong working knowledge of Word, Excel, PowerPoint, Salesforce and Outlook.
• Understanding of sales techniques.
• Ability to organize, plan, and prioritize multiple assignments.

Responsibilities

• Support External Recruiters by scheduling appointments and managing the recruiting pipeline.
• Lead targeted recruiting campaigns within assigned territories with External Recruiters.
• Be the first point of contact for prospective financial professionals and explain CFG’s model.
• Evaluate candidate fit using book of business, conversations, and public info.
• Track candidate progress with Salesforce and Excel.
• Collaborate to develop transition packages and assist lead generation efforts.

Skills

Effective communication

Presentation techniques

Sales techniques

Organization & prioritization

Education

Bachelor's degree or equivalent experience in Business / Marketing / Finance / Economics

Tools

Word

Excel

PowerPoint

Salesforce

Outlook

Job description

Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll serve as the first point of contact for prospects, articulating the value of our business model and positioning Cetera as the wealth management firm of choice.

In this role, you’ll collaborate closely with External Recruiters and cross-functional teams to generate leads, manage recruitment pipelines, and support the development of sales enablement materials. Your efforts will directly contribute to the success of our recruitment strategy and the growth of our advisor community.

What You'll Do:

• 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.

What You Need to Have:

• 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.

What's Nice to Have:

• 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

Compensation:

The salary for this role is $80,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.

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