区域业务发展经理，税务渠道
Regional Business Development Manager, Tax Channel
Cetera Financial Group (CFG) 正在寻找一位经验丰富的区域业务发展经理，税务渠道方向，该职位将通过推动财务顾问和会计事务所的招聘来领导业务发展流程。这是一个关键角色，负责将 CFG 作为独立、注重增长的机构首选的税务业务组织进行展示和代表。高级经理将负责潜在会计事务所的招聘，并在行业内推广 CFG 的价值主张。理想的候选人应具备已建立的关系网络以及追求成功的创业精神。此职位需要专注于希望参与我们一站式项目的 CPA 事务所的招聘。这是一份居家办公的工作，需要 50% 的时间出差。
你将负责：
- 通过专业且持续的联系，开发潜在财务顾问的线索并建立关系。
- 招聘会计/CPA 事务所 - 为你的辖区制定招聘计划。
- 对达成招聘目标负责。
- 作为财务顾问的主要联系人，阐述并销售我们的商业模式以及加入 CFG 的好处。
- 通过了解顾问的业务量和其他与顾问的互动，运用你的知识评估顾问是否适合 CFG。
- 向潜在顾问进行业务演示，并提供关于 CFG 服务、产品和技术的咨询支持。
- 通过比较我们的独立经纪模式与顾问现有的薪酬结构，与财务顾问谈判并完成录用。
- 使用 Salesforce 和 Excel 等工具，记录整个业务发展流程中的招聘活动。
- 参与与业务发展相关的外向社交媒体和电话营销活动。
- 与跨职能团队合作，支持持续的解决方案开发和招聘流程改进的执行。
你需要具备：
- 在金融服务领域（公共会计、财富管理、咨询）至少 5-8 年相关工作经验，有销售环境背景。
- FINRA 系列 7、65 或 66 证书。
- 谈判技巧和为潜在客户创造有说服力的价值主张的能力。
- 有效的沟通和演示技巧。
- 熟悉 Salesforce 和 Excel。
- 对销售流程和相关指标的理解。
- 熟练的知识
查看英文原文
Cetera Financial Group (CFG) is currently seeking an experienced Regional Business Development Manager, Tax Channel, who will lead the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, growth-oriented firms. The Senior Manager will manage the recruitment of prospective accounting firms and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our turnkey program. This will be a work from home opportunity that requires traveling 50% of the time.
What you will do:
- Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
- Recruiting Accounting/CPA Firms -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.
What you need to have:
- Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment.
-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.
What is nice to have:
-Bachelor’s Degree
- FINRA Licenses including Series 7; 65; 66; SIE
- Wholesaling Experience / Recruiting Background
-CPA License (preferred)
Travel Requirements: 50%
Compensation: The base annual salary range for this role is $100K-$110K, plus an incentive-based performance bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Originally posted on Himalayas