Internal Business Development Consultant

Summary

Cetera Financial Group is a financial services firm seeking an Internal Business Development Consultant to support the recruitment of independent, growth-oriented Financial Professionals. The role manages recruiting pipelines and campaigns, engages prospective candidates, evaluates fit, supports lead generation, and develops sales enablement materials in collaboration with recruiters and cross-functional teams.

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

Skills

• * 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
• * 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

Qualifications

Must Haves

• * 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

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+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer employees the opportunity to plan ahead for a strong financial future.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind