Regional Business Development Manager
Mid-level Business Development role at Candidate Experience site (CX). San Diego · full-time · $110,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build a territory recruiting plan and develop Financial Advisor relationships through consistent outreach
- Own recruitment goals while explaining CFG’s business model and affiliation benefits to advisors
- Evaluate advisor fit, present CFG services and technology, and provide consultative support
- Compare compensation structures, negotiate offers, and close affiliations with Financial Advisors
- Track pipeline activity in Salesforce and Excel, support campaigns, and improve recruiting processes with partner teams
What you bring
- Bring at least five years of financial-services sales experience, such as wholesaling, recruiting, or branch management
- Hold a FINRA Series 7, 65, or 66 license
- Use negotiation skills to create persuasive value propositions for prospective clients
- Communicate and present effectively, with working knowledge of Salesforce and Excel
- Understand financial-services sales processes, relevant metrics, and the industry while representing CFG in professional communities
Who this fits
You’ll fit this role if you have a financial-services sales background and can build trust with Financial Advisors. The position is full-time in San Diego and involves outreach, presentations, negotiations, community representation, and collaboration with internal teams.
From the employer
What you will do:
• 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.
What you will need to have:
• 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.
Compensation:
The annual base salary is $110,000.00 plus an incentive-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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