Regional Business Development Manager – West Region

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

📋 Description

• Cultivate leads and establish connections with potential Financial Advisors through professional yet persistent ongoing engagement.

• Develop a recruitment strategy tailored for your designated territory.

• Responsible for achieving recruitment objectives.

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

• Exercise discretion in assessing an advisor’s compatibility with CFG based on their business portfolio and other interactions.

• Deliver business presentations to potential advisors and offer consultative guidance on CFG's services, products, and technology.

• Negotiate and finalize offers to Financial Advisors by contrasting our independent brokerage model with their existing compensation frameworks.

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

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

• Collaborate with cross-functional teams to enhance the ongoing solutions development and execution of recruitment process improvements.

⛳️ Requirements

• Bachelor's Degree

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

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

• Demonstrated negotiation abilities and a proven history of crafting compelling value propositions for potential clients

• Strong communication and presentation skills

• Proficient in Salesforce and Excel

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

• Comprehensive knowledge of the Financial Services sector

🏝️ Benefits

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

• Convenient access to mental health benefits 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 allow our employees to maintain close relationships with loved ones, recharge, and contribute to their communities.

• 401(k) Savings plan with a generous company contribution (up to 5%) and access to a financial professional to assist employees in planning for a secure financial future beyond their working years.

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

• Options for Health Savings and Flexible Spending Accounts to help save on healthcare, daycare, commuting, and more.

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