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[Remote] Regional Business Development Manager - Midwest Region

Remote · USA Full-time New today

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 empowering the delivery of objective financial advice. They are seeking a Regional Business Development Manager to lead the recruitment of Financial Advisors into their network, manage relationships, and promote CFG’s value proposition in the industry.

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

  • An incentive-based bonus
  • 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+ 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.
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