Internal Business Development Consultant
塞塔拉金融集团正在寻找一个充满活力的和驱动的专业人士加入我们的商务发展团队。作为内部商业开发顾问，你将在吸引和招募独立，以增长为导向的财务专业人员中发挥关键作用。你将成为前景的第一点接触，阐明我们商业模式的价值并定位你将做什么：·通过安排约会，管理招聘管道，保持候选人个人资料和协调家庭办公室访问来支持外部招聘者。· 与外部招聘人员合作，在分配地区开展和管理目标招聘活动。· 作为潜在金融专业人士的首要接触点，明确沟通 CFG 商业模式和关联优势。· 使用从其业务书中获得的见解，初步对话和公开信息来评估适合 CFG 频道和社区的候选人。·使用 Salesforce 和 Microsoft Excel 等工具跟踪候选人的发展过程。·与外部招聘者合作开发定制过渡援助包。·与需求中心的同事合作，支持领导人生成工作并跨功能地推动解决方案开发和执行。· 创建和维护具有吸引力的销售启用材料，有效传达 CFG 的故事和品牌。· 举行会议以收集对候选人的详细见解商业模式和专业背景。你需要什么：· 有效的沟通和演示技术。· 强大的 Word,Excel,PowerPoint,Salesforce 和 Outlook 知识。· 了解销售技术。·展示组织，计划和优先处理各种任务的能力。有哪些好处：·商业，营销，金融，经济学或相关领域的学士学位和/或同等经验 · 3年以上在金融服务领域的相关工作经验 · 销售环境中的3年以上经验补偿：该职位的薪资为80,000美元，加上竞争激励补贴方案。补偿计划基于各个候选人的独特因素，包括但不限于技能集，多年的经验和深度，认证和地点。补偿范围可能显著不同。
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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
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.
Originally posted on Himalayas