External Recruiter

Cetera Financial   •  

MA

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 85 days ago

This job is no longer available.

What we need:   Remote - Nationwide opening   The External Recruiter at Cetera Financial Group (CFG) will lead the Business Development process by driving recruitment of Financial Advisors into CFG’s network of Broker Dealers. This is a pivotal role responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors.   External Recruiters will manage recruitment of prospective Financial Advisors and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success.    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  

 

Qualifications

 What you need to have:  

  • Experienced sales professional
  • 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

Desired Experience:

  • Bachelor’s degree, preferred majors include Business, Marketing, Finance, Economics, or related field of study
  • 3-5 years related work experience within financial services
  • 5+ years of experience within a sales environment
  • Series 7 and 65 or 66 licenses