Job Description

Cetera Financial Group (CFG) is seeking a Demand Center Outbound Sales Specialist who will play a crucial role in driving revenue growth by identifying and qualifying new business opportunities. Your primary responsibility will be to generate, and nurture leads through outbound prospecting efforts, engaging with prospective Financial Advisors, and qualifying them before passing them on to the sales team. You will be the first point of contact for many prospective advisors, representing our company and laying the foundation for successful client relationships.

What you will do:

• The driving force for identifying and creating high-value opportunities in the sales pipeline and the first line of relationship development with prospective high-value accounts.
• Deliver a “consultative”/” need-based” approach to selling; taking time to understand the prospect’s business, their goals, objectives, and challenges before recommending a solution. Outbound prospecting activities would include cold calling, emailing, and social media outreach to identify potential clients within target markets.
• Prospect, educate, qualify, and develop Target Accounts and inbound leads to create sales-ready leads and opportunities.
• Quickly route prospects to appropriate channels/colleagues to assist in solving problems and driving value.
• Cultivates & provides education on areas of interest for under-informed prospects and sell-in value propositions.
• Partner with profiling team and Business Development to further qualify and generate pipeline.
• Utilize lead generation tools, databases, and online resources to build and maintain a pipeline of qualified leads.
• Researching target accounts, identifying decision-makers, generating interest, and developing accounts to stimulate need.
• Engage with leads to understand their business needs, challenges, and priorities.
• Conduct thorough qualification assessments to determine the fit between the prospect's requirements and our company's offerings.
• Document all prospect interactions, activities, and outcomes accurately and comprehensively in CRM software or other sales tools.
• Work closely with the Marketing team to run and assist in performing lead generation campaigns and follow-up on leads.
• Follow up with leads in a timely and persistent manner, continuing to nurture them with relevant & engaging content to retain an interest in Cetera.
• Run outbound campaigns to ensure a balanced pipeline built across channels/territories
• Providing closed-loop feedback to the Demand Center organization to ensure continuous process optimizations.
• Continuously learn about industry trends, market developments, and competitor strategies.

What you will have:

• High School Diploma or equivalent; additional education or certifications in Sales or Customer Service is desirable.
• 3+ years of experience in sales, business development, or outbound lead generation, preferably in a B2B environment.
• Track record of successful business development in enterprise solutions, software, Finance, or tech sales environments.
• Experience running all areas of the SDR process including account planning, pre-call preparation, opportunity qualification, and objection handling.
• Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
• Demonstrated ability to work effectively in a fast-paced, dynamic environment.
• Proficient with standard corporate efficiency tools (email, voicemail, MS Office) and experience with sales tools such as Salesforce, and SalesLoft, and lead generation tools like ZoomInfo, 6Sense, and MS Dynamic.
• Goal-oriented mindset with a track record of meeting or exceeding targets.
• Self-starter with high motivation, independence, resilience, and ability to collaborate with sales & marketing teams to deliver pipe creation goals.
• Ability to quickly learn & understand sophisticated business problems & translate customers' needs into solution plays.
• Strong time management and ability to energetically prioritize key tasks.
• Standout colleague with the ability to work well with multiple partners across sales, marketing & solution teams.

What is nice to have:

• Proficiency in using CRM systems and MS Suite, other sales tools is a plus.
• Prior experience working in the Wealth Management industry or with a broker-dealer.

Travel Requirements: Up to (25%)

Compensation:

The base annual salary range for this role is $75,000 and a generous incentive compensation package. 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.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• 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+ 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.

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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