Internal Business Development Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Organize appointments, oversee the recruiting pipeline, maintain candidate profiles, and coordinate visits to the home office for External Recruiters.

• Lead and oversee targeted recruiting initiatives within designated territories.

• Act as the primary point of contact for potential financial professionals.

• Articulate CFG’s business model and the advantages of affiliation.

• Assess candidate suitability for CFG channels and communities utilizing insights from business literature, conversations, and publicly available information.

• Monitor candidate advancement through the Business Development pipeline using Salesforce and Microsoft Excel.

• Create customized transition assistance packages in collaboration with External Recruiters.

• Assist in lead generation efforts alongside colleagues from the Demand Center.

• Propel the development and execution of cross-functional solutions.

• Develop and maintain sales enablement resources that communicate CFG’s narrative and brand effectively.

• Host meetings to collect insights regarding candidates’ business models and professional experiences.

⛳️ Requirements

• Proficient communication and presentation skills.

• Strong familiarity with Word, Excel, PowerPoint, Salesforce, and Outlook.

• Comprehension of sales methodologies.

• Capability to organize, plan, and prioritize various assignments effectively.

• Bachelor’s degree in Business, Marketing, Finance, Economics, or a related field, and/or equivalent experience (preferred).

• Over 3 years of relevant work experience within the financial services sector (preferred).

• More than 3 years of experience in a sales environment (preferred).

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance packages.

• Mental health support services.

• 20+ days of paid time off (PTO).

• Paid holidays.

• 2 paid wellness days.

• 401(k) savings plan with company contributions of up to 5%.

• Access to a financial professional for financial planning assistance.

• Paid parental leave.

• Options for Health Savings Account and Flexible Spending Account.

• Employee Assistance Program (EAP).

• LifeLock identity theft protection.

• Pet insurance.

• Paid caregiver leave.

• Additional voluntary benefits.