Internal Business Development Consultant

Cetera•United States,

11d

About The Position

Cetera Financial Group is seeking a dynamic and driven professional to join its Business Development team. The Internal Business Development Consultant helps attract and recruit independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. The role serves as an initial point of contact for prospective professionals, communicating Cetera’s business model and the benefits of affiliation. The consultant supports External Recruiters and targeted recruiting campaigns, manages candidate information and progress through the recruiting pipeline, evaluates candidate fit, and collaborates on transition assistance packages. The role also works with Demand Center colleagues on lead generation and solution development and creates sales enablement materials that communicate Cetera’s story and brand.

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 a related field of study, and/or equivalent experience.
3+ years of 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 and clearly communicate 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.