Internal Business Development Consultant

Cetera • Dallas, TX

5h • $75,000 • Hybrid

About The Position

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. Office location will be Dallas, TX and will be a required
hybrid schedule of 2-3 days in office.

Requirements

• 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.

Nice To Haves

• 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

Responsibilities

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level