Regional Business Development Manager – West Region

🕒 vor 2 Monaten

🐻 Alaska, Arizona, +11 weitere Bundesländer – Remote

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💵 $110.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Mitarbeiter im Business Development (BDR)

👻 Geisterscore 20%

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🗣️🇺🇸🇬🇧 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

• Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact. • 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.

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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 to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. • 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

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