Internal Business Development Consultant

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 

• →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.

• 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