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Business Development Specialist
2 months ago
Encino Building #2, Austin, Texas, United States of America
Job Description
Posted Monday, October 9, 2023 at 5:00 AM
ABOUT US:
Come join the dynamic team at Kestra Financial Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
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.
MAIN RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
Partner with external Vice President to recruit advisors into the Kestra Financial Network
Research multiple outlets to create territory specific outbound prospecting lists
Monitor public and industry sources for material changes in targeted accounts
Conduct initial research to locate and identify qualified financial professionals
Uncover leads through focused cold calling and email campaigns
Qualify leads and assign to a sales cadence in SalesLoft
Nurture prospects through the entire recruitment process
Build internal and external strategic partnerships for referrals
Connect, network, and build rapport with recruits
Host virtual meeting to inform and engage prospects
Engage in transition dialogue in the early and intermediate stages of the recruitment process
Maintain timely data and activity entry in SalesForce CRM
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
ATTRIBUTES:
Excellent written and verbal communication skills
Collaboratively minded
Motivation for sales
Goal focused & process driven
Relentless
Ability to uncover customer needs, wants and desires as well as pain points
Territory management
Market knowledge
Executive presence
EDUCATION AND EXPERIENCE:
College degree or equivalent industry related experience
Sales professional with 3+ years' experience
CERTIFICATIONS:
FINRA Series 6 or Series 7 preferred
BENEFITS
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Encino Building #2, Austin, Texas, United States of America
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