Business Development Specialist

Lead with Purpose. Partner with Impact. 

Growing, industry-leading independent broker dealer in wealth management, practice enrichment, technology, and service solutions is looking for an ambitious, energetic, career focused Business Development Recruiter to assist us in expanding our advisor network. The candidate must be market knowledgeable, experienced in advisor recruitment, and have a growth mind-set.

What you’ll Do:

• Partner with external BD Consultant to recruit advisors into the Kestra Financial Network
• Uncover and Qualify leads through focused calling and email campaigns
• Host virtual meetings and Tech Demos to inform and engage prospects
• Connect, network, and build rapport with recruits
• Nurture prospects through the entire recruitment process
• Maintain timely data and activity entry in SalesForce CRM
• Pro-Forma development and Financial Model completion in excel
• Engage in transition dialogue in the early and intermediate stages of the recruitment process
• Build internal and external strategic partnerships for referrals
• Participate in Home Office Visits including hosting occasional dinners
• Assist with setting appointments for the external recruiter
• Collaborate with the external to grow territory by delivering the company value proposition
• Monitor public and industry sources for material changes in targeted accounts
• Conduct initial research to locate and identify qualified financial professionals
• Research multiple outlets to create territory specific outbound prospecting lists

What You Bring: 

• College degree or equivalent industry related experience
• Sales professional with 3+ years' experience
• FINRA Series 6 or Series 7 preferred but not required
• Excellent written and verbal communication skills
• Collaboratively minded
• Motivation for sales
• Prospecting skills
• Goal focused & process driven
• Relentless
• Ability to uncover customer needs, wants and desires as well as pain points
• Territory management
• Market knowledge
• Strong webinar presentation skills
• Executive presence