Job description

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

Requirements

Must-haves

Lead with Purpose. Partner with Impact.
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
College degree or equivalent industry related experience
Sales professional with 3+ years' experience
Excellent written and verbal communication skills
Collaboratively minded
Motivation for sales
Prospecting skills
Goal focused & process driven

Nice-to-haves

FINRA Series 6 or Series 7 preferred but not required

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dayforce
Effort: medium