Regional Business Development Manager – West Region

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

📋 Description

• Generate leads and cultivate relationships with potential Financial Advisors through professional, yet persistent, ongoing communication.

• Develop a recruitment strategy tailored to your designated territory.

• Responsible for achieving recruitment objectives.

• Act as the main point of contact for Financial Advisors, effectively communicating and promoting our business model and the advantages of partnering with CFG.

• Utilize your judgment in assessing an advisor's suitability for CFG by understanding their client base and other interactions with them.

• Present business opportunities to potential advisors and offer consultative support regarding CFG's services, products, and technology.

• Negotiate and finalize offers with Financial Advisors by evaluating our independent brokerage model against their current compensation framework.

• Track recruiting activities throughout the Business Development pipeline using tools such as Salesforce and Excel.

• Engage in outbound social media and calling campaigns related to Business Development.

• Collaborate with cross-functional teams to enhance the recruiting process and develop ongoing solutions.

⛳️ Requirements

• Bachelor's Degree.

• Over 5 years of relevant experience in financial services recruiting or sales.

• Possession of FINRA Series 7, 65, or 66 licenses.

• Demonstrated negotiation abilities and a history of creating compelling value propositions for potential clients.

• Strong communication and presentation skills.

• Familiarity with Salesforce and Excel.

• In-depth understanding of the sales process, pipeline management, and achieving metrics.

• Comprehensive knowledge of the Financial Services industry.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans designed to accommodate diverse lifestyles, provide preventative care, and offer protection against financial hardships.

• Convenient access to mental health resources to support our team members and their families.

• More than 20 days of paid time off (PTO), paid holidays, and 2 paid wellness days to ensure our employees have the time they need to connect with loved ones, recharge, and contribute to their communities.

• 401(k) Savings plan with a generous company match (up to 5%) and access to financial professionals to help our employees prepare for a secure financial future beyond their working years.

• Paid parental leave to assist all team members during birth, adoption, and foster care.

• Health Savings and Flexible Spending Account options to help manage expenses related to healthcare, childcare, commuting, and more.

• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and additional benefits.