Regional Business Development Manager – East Region

🕒 vor 1 Monat

🏈 Alabama, Connecticut, +15 weitere Bundesländer – Remote

infoinfo

💵 $100.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Mitarbeiter im Business Development (BDR)

👻 Geisterscore 20%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of CETERA

CETERA

2 - 10 Mitarbeiter

Gegründet 2021

💸 Finanzen

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA ist eine Vermögensverwaltungs- und Finanzdienstleistungsplattform, die Makler-Dealer-, Beratungs-, Technologie- und Praxismanagementlösungen für unabhängige Finanzberater, registrierte Anlageberater, Steuer- und Buchhaltungsfachleute sowie Finanzinstitute bietet. Das Unternehmen legt großen Wert auf B2B-Partnerschaftsmodelle - maßgeschneiderte Onboarding-Prozesse, proprietäre kundenorientierte Plattformen, Marketing- und Wachstumsprogramme sowie operativen Support -, die darauf ausgelegt sind, Beratern dabei zu helfen, Vermögenswerte zu übertragen, ihre Geschäfte zu skalieren und das Kundenengagement zu verbessern. Cetera positioniert sich als wachstumsorientierter Partner und technologiegestütztes „Wealth Hub“ anstelle eines verbraucherorientierten Einzelhandelsunternehmens.

Beschreibung

• Present and represent Cetera Financial Group as the wealth management firm of choice for independent, growth-oriented Financial Advisors • Manage recruitment of prospective Financial Advisors • Develop leads and build relationships with prospective Financial Advisors through ongoing contact • Create a recruiting plan for the assigned territory • Meet recruitment goals • Serve as the primary point of contact with Financial Advisors • Articulate and sell Cetera Financial Group’s business model and affiliation benefits • Evaluate advisors’ fit based on their book of business and other interactions • Deliver business presentations and provide consultative support on services, products, and technology • Negotiate and close offers by comparing Cetera’s independent brokerage model with advisors’ existing compensation structures • Capture recruiting activity in the Business Development pipeline using Salesforce, Excel, and other tools • Participate in outbound social media and call campaigns • Collaborate with cross-functional teams on solution development and recruiting process enhancements

🎯 Anforderungen

• Bachelor’s Degree • 5+ Years directly related work experience within financial services recruiting or sales • FINRA Series 7, 65 or 66 licenses • Proven negotiation skills and track record of creating compelling value propositions for prospective clients • Effective communication and presentation techniques • Working knowledge of Salesforce and Excel • Strong understanding of the sales process, pipeline management & metric achievement • Strong knowledge of the Financial Services industry • Must be located in one of the following states: Alabama, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maine, Maryland, Mississippi, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Virginia, Vermont, or West Virginia • Up to 50% travel

🏖️ Vorteile

• Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional for financial planning • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Additional voluntary benefits

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