Internal Business Development Consultant
At a glance
Mid-level Business Development role at Candidate Experience site (CX). Remote, United States · full-time · $80,000 base.
remoteroles summary, based on the employer's posting.
What you'll do
- Keep recruiting work moving by booking meetings, updating prospect records and arranging visits to the home office
- Run territory-focused recruiting campaigns alongside external recruiters
- Speak with prospective financial professionals first, explain the affiliation model and assess fit using their business book and background
- Update candidate stages in Salesforce and Excel, then work with recruiters on tailored transition support
- Support lead generation and create sales materials that explain the firm’s story and brand
What you bring
- You communicate and present effectively, including when explaining an offer to prospective financial professionals
- You can use Word, Excel, PowerPoint, Salesforce and Outlook in your day-to-day work
- You understand sales methods and can organize, plan and prioritize competing assignments
Who this fits
This remote U.S. role suits someone who enjoys recruiting conversations, pipeline coordination and partnering with external recruiters. A bachelor’s degree in a related field and financial-services or sales experience are listed as helpful, rather than required.
From the employer
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.
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Business DevelopmentRemote$80k+
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