Cnect

Internal Business Development Consultant

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Salary

💰 $75,000 per year

About the role

  • 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.

Requirements

  • 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.
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 plus 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 & Tools
sales techniquescandidate evaluationrecruiting pipeline managementtransition assistance package development
Soft Skills
effective communicationpresentation techniquesorganizational skillsplanning skillsprioritization skills