Cnect

Regional Business Development Manager

Cnect

full-time

Posted on:

Location Type: Remote

Location: Remote • Connecticut, Illinois, Iowa, Kentucky, Maine, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Dakota, Ohio, Pennsylvania, Rhode Island, South Dakota, Vermont, Virginia, West Virginia • 🇺🇸 United States

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Salary

💰 $110,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • Minimum 5+ years related work experience within financial services within a sales environment. IE, Wholesaler, Recruiters, Branch Managers, Complex Managers
  • FINRA Series 7, 65 or 66 licenses.
  • Negotiation and creating compelling value propositions for prospective clients.
  • Effective communication and presentation techniques.
  • Working knowledge of Salesforce and Excel.
  • Understanding of the sales process and relevant metrics.
  • Strong knowledge of the Financial Services industry.
  • Ability to represent CFG within the community and professional organizations.
Benefits
  • 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 foster.
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
negotiationsales processvalue propositionsbusiness presentationsrecruiting plan developmentconsultative support
Soft skills
relationship buildingeffective communicationpresentation techniquesdiscretioncross-functional collaboration
Certifications
FINRA Series 7FINRA Series 65FINRA Series 66