Internal Business Development Consultant

Candidate Experience site (CX) Open · verified Sep 14, 2026

Remote US Full-time Mid-level Business Development

Mid-level Business Development role at Candidate Experience site (CX). Remote, United States · full-time · $80,000 base.

SalaryStated by Candidate Experience site (CX)

$80,000

Base salary for this role, in USD per year, as published in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Support external recruiters with meetings, candidate records, pipeline updates, and home-office visit planning
Run focused recruiting campaigns in assigned territories alongside external recruiters
Be the first contact for prospects and explain CFG’s model and affiliation benefits
Assess financial professionals using business details, conversations, and public information
Track prospects in Salesforce and Excel while creating transition and sales enablement materials

What you bring

Clear communication and presentation skills
Working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook
Sales technique knowledge plus strong planning and prioritization skills
Three or more years in financial services and a sales setting is preferred, along with a related bachelor’s degree or equivalent experience

Who this fits

You’ll fit a collaborative business development role focused on recruiting independent financial professionals and supporting external recruiters. The job is full-time and remote within the United States. You’ll need to manage varied work, communicate with prospects, and coordinate across recruiting, demand generation, and other teams.

From the employer

Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting independent, growth-oriented Financial Professionals to Cetera’s network of Broker Dealers. You’ll serve as the first point of contact for prospects, articulating the value of our business model and positioning Cetera as the wealth management firm of choice.

In this role, you’ll collaborate closely with External Recruiters and cross-functional teams to generate leads, manage recruitment pipelines, and support the development of sales enablement materials. Your efforts will directly contribute to the success of our recruitment strategy and the growth of our advisor community.

What You'll Do:

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.

What You Need to Have:

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.

What's Nice to Have:

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

Compensation:

The salary for this role is $80,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.